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 405,304 shares of DFIV stock, worth $14.8 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
405,304
Previous 399,890
1.35%
Holding current value
$14.8 Million
Previous $14.4 Million
7.38%
% of portfolio
1.88%
Previous 1.88%
Shares
13 transactions
Others Institutions Holding DFIV
# of Institutions
558Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$707 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$691 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$407 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$282 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$246 Million0.04% of portfolio