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 55,357 shares of DFAI stock, worth $1.65 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
55,357
Previous 60,180 8.01%
Holding current value
$1.65 Million
Previous $1.79 Million 1.46%
% of portfolio
0.21%
Previous 0.23%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$28.69 - $32.06 $138,371 - $154,625
-4,823 Reduced 8.01%
55,357 $1.76 Million
Q2 2024

Aug 14, 2024
SELL
$28.93 - $30.91 $54,417 - $58,141
-1,881 Reduced 3.03%
60,180 $1.79 Million
Q1 2024

May 13, 2024
SELL
$27.74 - $30.27 $57,754 - $63,022
-2,082 Reduced 3.25%
62,061 $1.88 Million
Q4 2023

Feb 13, 2024
BUY
$24.88 - $28.69 $2,811 - $3,241
113 Added 0.18%
64,143 $1.84 Million
Q3 2023

Nov 09, 2023
SELL
$26.0 - $28.17 $44,226 - $47,917
-1,701 Reduced 2.59%
64,030 $1.67 Million
Q2 2023

Aug 11, 2023
SELL
$26.46 - $28.05 $86,524 - $91,723
-3,270 Reduced 4.74%
65,731 $1.8 Million
Q1 2023

May 10, 2023
SELL
$25.21 - $27.45 $103,789 - $113,011
-4,117 Reduced 5.63%
69,001 $1.86 Million
Q4 2022

Feb 06, 2023
BUY
$21.47 - $25.85 $947,428 - $1.14 Million
44,128 Added 152.22%
73,118 $1.83 Million
Q3 2022

Nov 14, 2022
BUY
$21.44 - $25.78 $324,408 - $390,077
15,131 Added 109.18%
28,990 $625,000
Q2 2022

Jul 28, 2022
BUY
$23.87 - $28.49 $56,309 - $67,207
2,359 Added 20.51%
13,859 $335,000
Q1 2022

May 16, 2022
BUY
$25.94 - $30.08 $298,310 - $345,920
11,500 New
11,500 $324,000

Others Institutions Holding DFAI

# of Institutions
539
Shares Held
179M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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