Wescott Financial Advisory Group, LLC Dimensional ETF Tr U S Small C Transaction History

Wescott Financial Advisory Group, LLC

$710 Million
Q1 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 116,998 shares of DFAS stock, worth $6.99 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

116,998

Previous 103,723 12.8%

Holding current value

$6.99 Million

Previous $6.18 Million 17.95%

% of portfolio

1.03%

Previous 0.98%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$56.66 - $62.34 $752,161 - $827,563	13,275 Added 12.8%	116,998 $7.29 Million
Q4 2023 Feb 13, 2024	BUY	$48.83 - $60.51 $563,351 - $698,103	11,537 Added 12.51%	103,723 $6.18 Million
Q3 2023 Nov 09, 2023	BUY	$51.84 - $57.67 $500,515 - $556,803	9,655 Added 11.7%	92,186 $4.84 Million
Q2 2023 Aug 11, 2023	BUY	$49.85 - $54.8 $1.12 Million - $1.23 Million	22,428 Added 37.32%	82,531 $4.52 Million
Q1 2023 May 10, 2023	BUY	$50.35 - $57.8 $672,524 - $772,034	13,357 Added 28.57%	60,103 $3.17 Million

Q4 2022 Feb 06, 2023	BUY	$50.26 - $54.73 $616,840 - $671,701	12,273 Added 35.6%	46,746 $2.39 Million
Q3 2022 Nov 14, 2022	BUY	$47.01 - $55.84 $280,837 - $333,588	5,974 Added 20.96%	34,473 $1.6 Million
Q2 2022 Jul 28, 2022	BUY	$46.65 - $56.4 $570,996 - $690,336	12,240 Added 75.28%	28,499 $1.37 Million
Q1 2022 May 16, 2022	BUY	$53.45 - $60.82 $628,678 - $715,364	11,762 Added 261.55%	16,259 $911,000
Q4 2021 Jan 31, 2022	SELL	$56.67 - $63.93 $12,694 - $14,320	-224 Reduced 4.74%	4,497 $270,000
Q3 2021 Oct 29, 2021	BUY	$54.69 - $59.43 $109 - $118	2 Added 0.04%	4,721 $271,000
Q2 2021 Aug 10, 2021	BUY	$56.37 - $58.95 $266,010 - $278,185	4,719 New	4,719 $270,000

Others Institutions Holding DFAS

# of Institutions

636

Shares Held

101M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
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Wescott Financial Advisory Group, LLC Dimensional ETF Tr U S Small C Transaction History