Wescott Financial Advisory Group, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Wescott Financial Advisory Group, LLC

$857 Million
Q1 2025

A detailed history of Wescott Financial Advisory Group, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 79,701 shares of DFNM stock, worth $3.77 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

79,701

Previous 90,138 11.58%

Holding current value

$3.77 Million

Previous $4.31 Million 11.96%

% of portfolio

0.44%

Previous 0.5%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$47.35 - $48.24 $494,191 - $503,480	-10,437 Reduced 11.58%	79,701 $3.79 Million
Q4 2024 Feb 12, 2025	SELL	$47.65 - $48.6 $26,969 - $27,507	-566 Reduced 0.62%	90,138 $4.31 Million
Q3 2024 Nov 12, 2024	BUY	$47.7 - $48.54 $1,908 - $1,941	40 Added 0.04%	90,704 $4.4 Million
Q2 2024 Aug 14, 2024	SELL	$47.4 - $48.0 $17,822 - $18,048	-376 Reduced 0.41%	90,664 $4.33 Million
Q1 2024 May 13, 2024	SELL	$48.08 - $48.49 $108,083 - $109,005	-2,248 Reduced 2.41%	91,040 $4.38 Million
Q4 2023 Feb 13, 2024	SELL	$46.17 - $48.51 $576,432 - $605,647	-12,485 Reduced 11.8%	93,288 $4.53 Million
Q3 2023 Nov 09, 2023	SELL	$46.44 - $47.81 $213,809 - $220,117	-4,604 Reduced 4.17%	105,773 $4.92 Million
Q2 2023 Aug 11, 2023	SELL	$47.15 - $48.62 $2.84 Million - $2.92 Million	-60,144 Reduced 35.27%	110,377 $5.26 Million
Q1 2023 May 10, 2023	SELL	$47.4 - $48.69 $874,293 - $898,087	-18,445 Reduced 9.76%	170,521 $8.24 Million
Q4 2022 Feb 06, 2023	BUY	$46.51 - $48.03 $8.79 Million - $9.08 Million	188,966 New	188,966 $9.03 Million

Others Institutions Holding DFNM

# of Institutions

252

Shares Held

26.7M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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Wescott Financial Advisory Group, LLC Dimensional ETF Tr Natl Mun Bd Transaction History