Wescott Financial Advisory Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 10,439 shares of DFAR stock, worth $268,908. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,439
Previous 10,439
-0.0%
Holding current value
$268,908
Previous $230,000
16.09%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.5MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$76 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$56.6 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$49.6 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$43.2 Million3.67% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$34.2 Million2.99% of portfolio