Wescott Financial Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Wescott Financial Advisory Group, LLC
- $763 Million
- Q2 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 598,196 shares of DFIS stock, worth $16 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
598,196
Previous 314,857
89.99%
Holding current value
$16 Million
Previous $7.89 Million
86.73%
% of portfolio
1.93%
Previous 1.11%
Shares
9 transactions
Others Institutions Holding DFIS
# of Institutions
184Shares Held
61.4MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp21.4MShares$572 Million0.61% of portfolio
-
Mather Group, Llc. Chicago, IL6.52MShares$174 Million1.96% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$111 Million0.18% of portfolio
-
Savant Capital, LLC2.61MShares$69.7 Million0.63% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$69.5 Million3.04% of portfolio