Wescott Financial Advisory Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 1,234,291 shares of DFIS stock, worth $32.3 Million. This represents 3.52% of its overall portfolio holdings.

Number of Shares

1,234,291

Previous 1,210,382 1.98%

Holding current value

$32.3 Million

Previous $32.5 Million 6.65%

% of portfolio

3.52%

Previous 3.95%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$24.25 - $26.7 $579,793 - $638,370	23,909 Added 1.98%	1,234,291 $30.3 Million
Q3 2024 Nov 12, 2024	BUY	$24.06 - $26.97 $14.7 Million - $16.5 Million	612,186 Added 102.34%	1,210,382 $32.5 Million
Q2 2024 Aug 14, 2024	BUY	$24.08 - $25.86 $6.82 Million - $7.33 Million	283,339 Added 89.99%	598,196 $14.7 Million
Q1 2024 May 13, 2024	BUY	$23.13 - $25.1 $767,476 - $832,843	33,181 Added 11.78%	314,857 $7.89 Million
Q4 2023 Feb 13, 2024	SELL	$20.55 - $24.23 $161,091 - $189,938	-7,839 Reduced 2.71%	281,676 $6.81 Million
Q3 2023 Nov 09, 2023	BUY	$21.81 - $23.89 $440,714 - $482,745	20,207 Added 7.5%	289,515 $6.35 Million
Q2 2023 Aug 11, 2023	BUY	$22.26 - $23.55 $1.26 Million - $1.34 Million	56,794 Added 26.72%	269,308 $6.15 Million
Q1 2023 May 10, 2023	BUY	$21.65 - $23.87 $745,669 - $822,130	34,442 Added 19.34%	212,514 $4.89 Million
Q4 2022 Feb 06, 2023	BUY	$18.29 - $22.14 $2.66 Million - $3.22 Million	145,290 Added 443.2%	178,072 $3.83 Million
Q3 2022 Nov 14, 2022	BUY	$18.33 - $22.66 $187,094 - $231,290	10,207 Added 45.21%	32,782 $606,000
Q2 2022 Jul 28, 2022	BUY	$20.78 - $25.18 $469,108 - $568,438	22,575 New	22,575 $470,000

Others Institutions Holding DFIS

# of Institutions

236

Shares Held

81.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
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Wescott Financial Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History