Wescott Financial Advisory Group, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 455,532 shares of DFAE stock, worth $11.7 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
455,532
Previous 447,118
1.88%
Holding current value
$11.7 Million
Previous $11.6 Million
7.95%
% of portfolio
1.52%
Previous 1.52%
Shares
10 transactions
Others Institutions Holding DFAE
# of Institutions
474Shares Held
141MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$324 Million1.28% of portfolio
-
Mather Group, Llc. Chicago, IL6.14MShares$157 Million2.17% of portfolio
-
Ubs Group Ag5.26MShares$135 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$116 Million0.01% of portfolio
-
Foster Group, Inc.3.5MShares$89.5 Million3.72% of portfolio