Wescott Financial Advisory Group, LLC Dimensional ETF Tr Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 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 33,515 shares of DFAU stock, worth $1.38 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

33,515

Previous 33,442 0.22%

Holding current value

$1.38 Million

Previous $1.33 Million 2.26%

% of portfolio

0.16%

Previous 0.16%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$39.27 - $42.38 $2,866 - $3,093	73 Added 0.22%	33,515 $1.36 Million
Q3 2024 Nov 12, 2024	BUY	$35.8 - $39.69 $1,897 - $2,103	53 Added 0.16%	33,442 $1.33 Million
Q2 2024 Aug 14, 2024	BUY	$34.53 - $37.67 $1,830 - $1,996	53 Added 0.16%	33,389 $1.25 Million
Q1 2024 May 13, 2024	BUY	$32.59 - $36.54 $1,303 - $1,461	40 Added 0.12%	33,336 $1.22 Million
Q4 2023 Feb 13, 2024	BUY	$28.58 - $33.37 $2,229 - $2,602	78 Added 0.23%	33,296 $1.11 Million
Q3 2023 Nov 09, 2023	BUY	$29.79 - $32.13 $1,936 - $2,088	65 Added 0.2%	33,218 $994,000
Q2 2023 Aug 11, 2023	BUY	$28.25 - $30.99 $1,836 - $2,014	65 Added 0.2%	33,153 $1.03 Million
Q1 2023 May 10, 2023	BUY	$26.87 - $29.65 $279,689 - $308,626	10,409 Added 45.9%	33,088 $951,000
Q4 2022 Feb 06, 2023	BUY	$25.24 - $28.83 $140,435 - $160,410	5,564 Added 32.51%	22,679 $612,000
Q3 2022 Nov 14, 2022	BUY	$25.15 - $30.14 $430,442 - $515,846	17,115 New	17,115 $430,000

Others Institutions Holding DFAU

# of Institutions

479

Shares Held

2.18B

Call Options Held

Put Options Held

400

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.

Account

Wescott Financial Advisory Group, LLC Dimensional ETF Tr Transaction History