Wescott Financial Advisory Group, LLC Dimensional ETF Tr Transaction History

Wescott Financial Advisory Group, LLC

$857 Million
Q1 2025

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 67,594 shares of DFAI stock, worth $2.3 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

67,594

Previous 55,480 21.83%

Holding current value

$2.3 Million

Previous $1.62 Million 30.25%

% of portfolio

0.25%

Previous 0.19%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$28.88 - $32.4 $349,852 - $392,493	12,114 Added 21.83%	67,594 $2.11 Million
Q4 2024 Feb 12, 2025	BUY	$29.0 - $31.6 $3,567 - $3,886	123 Added 0.22%	55,480 $1.62 Million
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

645

Shares Held

235M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR

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