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 399,890 shares of DFIV stock, worth $15 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares
399,890
Previous 430,603 7.13%
Holding current value
$15 Million
Previous $15.8 Million 9.18%
% of portfolio
1.88%
Previous 2.23%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$35.5 - $38.02 $1.09 Million - $1.17 Million
-30,713 Reduced 7.13%
399,890 $14.4 Million
Q1 2024

May 13, 2024

BUY
$33.15 - $36.75 $306,504 - $339,790
9,246 Added 2.19%
430,603 $15.8 Million
Q4 2023

Feb 13, 2024

BUY
$30.86 - $34.46 $402,260 - $449,186
13,035 Added 3.19%
421,357 $14.5 Million
Q3 2023

Nov 09, 2023

BUY
$32.1 - $34.42 $213,786 - $229,237
6,660 Added 1.66%
408,322 $13.3 Million
Q2 2023

Aug 11, 2023

BUY
$31.45 - $33.77 $244,649 - $262,696
7,779 Added 1.97%
401,662 $13.2 Million
Q1 2023

May 10, 2023

SELL
$30.43 - $33.38 $317,384 - $348,153
-10,430 Reduced 2.58%
393,883 $12.7 Million
Q4 2022

Feb 06, 2023

BUY
$25.88 - $31.1 $697,310 - $837,958
26,944 Added 7.14%
404,313 $12.3 Million
Q3 2022

Nov 14, 2022

BUY
$25.71 - $30.57 $591,638 - $703,476
23,012 Added 6.49%
377,369 $9.72 Million
Q2 2022

Jul 28, 2022

BUY
$28.66 - $33.84 $38,433 - $45,379
1,341 Added 0.38%
354,357 $10.2 Million
Q1 2022

May 16, 2022

SELL
$30.75 - $35.49 $6,918 - $7,985
-225 Reduced 0.06%
353,016 $11.8 Million
Q4 2021

Jan 31, 2022

BUY
$31.61 - $34.21 $471,842 - $510,652
14,927 Added 4.41%
353,241 $11.6 Million
Q3 2021

Oct 29, 2021

BUY
$32.25 - $33.65 $10.9 Million - $11.4 Million
338,314 New
338,314 $11.1 Million

Others Institutions Holding DFIV

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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