Wescott Financial Advisory Group, LLC Dimensional ETF Tr Dimensional 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 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
Others Institutions Holding DFIS
# of Institutions
195Shares Held
78.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$544 Million0.61% of portfolio
-
Matson Money. Inc.12.3MShares$303 Million11.41% of portfolio
-
Mather Group, Llc. Chicago, IL10.2MShares$249 Million3.52% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.02MShares$98.6 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$64 Million3.04% of portfolio