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 1,210,382 shares of DFIS stock, worth $29.7 Million. This represents 3.95% of its overall portfolio holdings.

Number of Shares
1,210,382
Previous 598,196 102.34%
Holding current value
$29.7 Million
Previous $14.7 Million 120.42%
% of portfolio
3.95%
Previous 1.93%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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