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 $15.2 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares

405,304

Previous 399,890 1.35%

Holding current value

$15.2 Million

Previous $14.4 Million 7.38%

% of portfolio

1.88%

Previous 1.88%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$34.66 - $38.38 $187,649 - $207,789	5,414 Added 1.35%	405,304 $15.4 Million
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

# of Institutions

583

Shares Held

202M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.

Account

Wescott Financial Advisory Group, LLC Dimensional ETF Tr Transaction History