Wescott Financial Advisory Group, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 854,511 shares of DFUV stock, worth $36.3 Million. This represents 4.06% of its overall portfolio holdings.

Number of Shares

854,511

Previous 898,235 4.87%

Holding current value

$36.3 Million

Previous $37.4 Million 6.63%

% of portfolio

4.06%

Previous 4.55%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$40.38 - $44.35 $1.77 Million - $1.94 Million	-43,724 Reduced 4.87%	854,511 $35 Million
Q3 2024 Nov 12, 2024	BUY	$38.51 - $41.69 $11,514 - $12,465	299 Added 0.03%	898,235 $37.4 Million
Q2 2024 Aug 14, 2024	SELL	$38.53 - $40.76 $397,051 - $420,031	-10,305 Reduced 1.13%	897,936 $35.3 Million
Q1 2024 May 13, 2024	SELL	$36.22 - $40.9 $2.39 Million - $2.7 Million	-66,072 Reduced 6.78%	908,241 $37.1 Million
Q4 2023 Feb 13, 2024	BUY	$31.85 - $37.39 $173,264 - $203,401	5,440 Added 0.56%	974,313 $36.3 Million
Q3 2023 Nov 09, 2023	SELL	$33.83 - $36.19 $253,555 - $271,244	-7,495 Reduced 0.77%	968,873 $33 Million
Q2 2023 Aug 11, 2023	BUY	$32.32 - $34.5 $1.51 Million - $1.61 Million	46,611 Added 5.01%	976,368 $33.7 Million
Q1 2023 May 10, 2023	BUY	$31.9 - $35.83 $150,185 - $168,687	4,708 Added 0.51%	929,757 $31.1 Million
Q4 2022 Feb 06, 2023	BUY	$30.23 - $35.36 $698,161 - $816,639	23,095 Added 2.56%	925,049 $31 Million
Q3 2022 Nov 14, 2022	BUY	$29.6 - $34.78 $60,680 - $71,299	2,050 Added 0.23%	901,954 $26.7 Million
Q2 2022 Jul 28, 2022	BUY	$30.92 - $35.31 $27.8 Million - $31.8 Million	899,904 New	899,904 $28.4 Million

Others Institutions Holding DFUV

# of Institutions

680

Shares Held

275M

Call Options Held

300

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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 Us Marketwi Transaction History