Wescott Financial Advisory Group, LLC Dimensional ETF Tr Us Marketwi Transaction History

Wescott Financial Advisory Group, LLC

$710 Million
Q1 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 908,241 shares of DFUV stock, worth $35.6 Million. This represents 5.23% of its overall portfolio holdings.

Number of Shares

908,241

Previous 974,313 6.78%

Holding current value

$35.6 Million

Previous $36.3 Million 2.44%

% of portfolio

5.23%

Previous 5.76%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$36.22 - $40.9 $2.39 Million - $2.7 Million	-66,072 Reduced 6.78%	908,241 $37.1 Million
Q4 2023 Feb 13, 2024	BUY	$31.85 - $37.39 $173,264 - $203,401	5,440 Added 0.56%	974,313 $36.3 Million
Q3 2023 Nov 09, 2023	SELL	$33.83 - $36.19 $253,555 - $271,244	-7,495 Reduced 0.77%	968,873 $33 Million
Q2 2023 Aug 11, 2023	BUY	$32.32 - $34.5 $1.51 Million - $1.61 Million	46,611 Added 5.01%	976,368 $33.7 Million
Q1 2023 May 10, 2023	BUY	$31.9 - $35.83 $150,185 - $168,687	4,708 Added 0.51%	929,757 $31.1 Million

Q4 2022 Feb 06, 2023	BUY	$33.0 - $35.36 $762,135 - $816,639	23,095 Added 2.56%	925,049 $31 Million
Q3 2022 Nov 14, 2022	BUY	$30.15 - $34.78 $61,807 - $71,299	2,050 Added 0.23%	901,954 $26.7 Million
Q2 2022 Jul 28, 2022	BUY	$30.92 - $35.31 $27.8 Million - $31.8 Million	899,904 New	899,904 $28.4 Million

Others Institutions Holding DFUV

# of Institutions

592

Shares Held

242M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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Wescott Financial Advisory Group, LLC Dimensional ETF Tr Us Marketwi Transaction History