Wescott Financial Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History

Wescott Financial Advisory Group, LLC

$995 Million
Q3 2025

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 6,479 shares of DISV stock, worth $232,725. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,479

Previous 6,448 0.48%

Holding current value

$232,725

Previous $212,000 8.96%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$32.78 - $35.79 $1,016 - $1,109	31 Added 0.48%	6,479 $231,000
Q2 2025 Aug 11, 2025	BUY	$25.93 - $32.91 $167,196 - $212,203	6,448 New	6,448 $212,000
Q2 2024 Aug 14, 2024	SELL	$26.23 - $28.56 $76,775 - $83,595	-2,927 Reduced 22.05%	10,349 $278,000
Q1 2024 May 13, 2024	SELL	$24.73 - $27.24 $14,763 - $16,262	-597 Reduced 4.3%	13,276 $360,000
Q4 2023 Feb 13, 2024	BUY	$22.43 - $25.87 $1,345 - $1,552	60 Added 0.43%	13,873 $357,000

Q3 2023 Nov 09, 2023	BUY	$23.27 - $25.13 $1,326 - $1,432	57 Added 0.41%	13,813 $328,000
Q2 2023 Aug 11, 2023	BUY	$23.01 - $24.6 $2,646 - $2,829	115 Added 0.84%	13,756 $325,000
Q1 2023 May 10, 2023	BUY	$22.4 - $24.75 $403 - $445	18 Added 0.13%	13,641 $324,000
Q4 2022 Feb 06, 2023	SELL	$18.45 - $22.54 $117,028 - $142,971	-6,343 Reduced 31.77%	13,623 $302,000
Q3 2022 Nov 14, 2022	BUY	$18.36 - $22.57 $72,632 - $89,286	3,956 Added 24.71%	19,966 $371,000
Q2 2022 Jul 28, 2022	BUY	$21.05 - $25.01 $337,010 - $400,410	16,010 New	16,010 $337,000

Others Institutions Holding DISV

# of Institutions

391

Shares Held

82.1M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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 Dimensional Transaction History