Wescott Financial Advisory Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 10,439 shares of DFAR stock, worth $245,316. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,439
Previous 10,439
-0.0%
Holding current value
$245,316
Previous $267,000
9.36%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DFAR
# of Institutions
250Shares Held
41.2MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$71 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$54.9 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$45.8 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$39.5 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.2 Million2.99% of portfolio