Wescott Financial Advisory Group, LLC Dimensional ETF Tr Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 33,442 shares of DFAU stock, worth $1.39 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
33,442
Previous 33,389
0.16%
Holding current value
$1.39 Million
Previous $1.25 Million
6.08%
% of portfolio
0.16%
Previous 0.16%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio