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

Wescott Financial Advisory Group, LLC

$822 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	SELL	$26.23 - $28.56 $76,775 - $83,595	-2,927 Reduced 22.05%	10,349 $278,000
Q1 2024 May 13, 2024	SELL	$24.73 - $27.24 $14,763 - $16,262	-597 Reduced 4.3%	13,276 $360,000
Q4 2023 Feb 13, 2024	BUY	$22.43 - $25.87 $1,345 - $1,552	60 Added 0.43%	13,873 $357,000
Q3 2023 Nov 09, 2023	BUY	$23.27 - $25.13 $1,326 - $1,432	57 Added 0.41%	13,813 $328,000
Q2 2023 Aug 11, 2023	BUY	$23.01 - $24.6 $2,646 - $2,829	115 Added 0.84%	13,756 $325,000
Q1 2023 May 10, 2023	BUY	$22.4 - $24.75 $403 - $445	18 Added 0.13%	13,641 $324,000
Q4 2022 Feb 06, 2023	SELL	$18.45 - $22.54 $117,028 - $142,971	-6,343 Reduced 31.77%	13,623 $302,000
Q3 2022 Nov 14, 2022	BUY	$18.36 - $22.57 $72,632 - $89,286	3,956 Added 24.71%	19,966 $371,000
Q2 2022 Jul 28, 2022	BUY	$21.05 - $25.01 $337,010 - $400,410	16,010 New	16,010 $337,000

Others Institutions Holding DISV

# of Institutions

274

Shares Held

60.7M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.59M
Shares

$228 Million
10.57% of portfolio
Forum Financial Management, LP Lombard, IL

6.21M
Shares

$165 Million
3.44% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$83.5 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

1.65M
Shares

$43.6 Million
1.09% of portfolio
Ritholtz Wealth Management

1.35M
Shares

$35.9 Million
1.2% of portfolio

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