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 8,783 shares of DFAX stock, worth $224,932. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,783

Previous 12,237 28.23%

Holding current value

$224,932

Previous $311,000 23.79%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$24.29 - $27.25 $83,897 - $94,121	-3,454 Reduced 28.23%	8,783 $237,000
Q2 2024 Aug 14, 2024	BUY	$24.57 - $26.36 $3,071 - $3,295	125 Added 1.03%	12,237 $311,000
Q1 2024 May 13, 2024	SELL	$23.42 - $25.45 $67,636 - $73,499	-2,888 Reduced 19.25%	12,112 $308,000
Q4 2023 Feb 13, 2024	SELL	$21.44 - $24.42 $11,041 - $12,576	-515 Reduced 3.32%	15,000 $366,000
Q3 2023 Nov 09, 2023	BUY	$22.41 - $24.35 $2,532 - $2,751	113 Added 0.73%	15,515 $349,000
Q2 2023 Aug 11, 2023	BUY	$22.56 - $24.03 $3,519 - $3,748	156 Added 1.02%	15,402 $359,000
Q1 2023 May 10, 2023	SELL	$21.74 - $23.72 $36,871 - $40,229	-1,696 Reduced 10.01%	15,246 $351,000
Q4 2022 Feb 06, 2023	BUY	$18.81 - $22.36 $318,679 - $378,823	16,942 New	16,942 $365,000

Others Institutions Holding DFAX

# of Institutions

518

Shares Held

226M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Wescott Financial Advisory Group, LLC Dimensional ETF Tr Transaction History