Wescott Financial Advisory Group, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 458,170 shares of DFAE stock, worth $12.1 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

458,170

Previous 455,532 0.58%

Holding current value

$12.1 Million

Previous $12.5 Million 6.94%

% of portfolio

1.35%

Previous 1.52%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$25.36 - $28.15 $66,899 - $74,259	2,638 Added 0.58%	458,170 $11.6 Million
Q3 2024 Nov 12, 2024	BUY	$24.46 - $27.82 $205,806 - $234,077	8,414 Added 1.88%	455,532 $12.5 Million
Q2 2024 Aug 14, 2024	BUY	$24.03 - $26.3 $2.29 Million - $2.5 Million	95,091 Added 27.01%	447,118 $11.6 Million
Q1 2024 May 13, 2024	BUY	$22.74 - $24.88 $1.37 Million - $1.5 Million	60,280 Added 20.66%	352,027 $8.7 Million
Q4 2023 Feb 13, 2024	BUY	$21.63 - $24.11 $252,011 - $280,905	11,651 Added 4.16%	291,747 $7.03 Million
Q3 2023 Nov 09, 2023	BUY	$22.43 - $24.83 $509,003 - $563,467	22,693 Added 8.82%	280,096 $6.32 Million
Q2 2023 Aug 11, 2023	BUY	$22.38 - $24.3 $1.71 Million - $1.86 Million	76,529 Added 42.31%	257,403 $6.04 Million
Q1 2023 May 10, 2023	BUY	$21.78 - $24.36 $1.1 Million - $1.24 Million	50,715 Added 38.96%	180,874 $4.16 Million
Q4 2022 Feb 06, 2023	BUY	$19.67 - $22.73 $1.83 Million - $2.11 Million	92,880 Added 249.15%	130,159 $2.86 Million
Q3 2022 Nov 14, 2022	BUY	$20.09 - $23.68 $311,575 - $367,253	15,509 Added 71.24%	37,279 $749,000
Q2 2022 Jul 28, 2022	BUY	$22.9 - $27.06 $498,532 - $589,096	21,770 New	21,770 $504,000

Others Institutions Holding DFAE

# of Institutions

539

Shares Held

169M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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 Transaction History