Wescott Financial Advisory Group, LLC DIMENSIONAL ETF TRUST Transaction History

Wescott Financial Advisory Group, LLC

  • $862 Million
  • Q4 2024
Number of Shares
970,495
Previous 961,209 0.97%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
N/A
9,286 Added 0.97%
970,495 $0
Q3 2024

Nov 12, 2024
SELL
N/A
-146,906 Reduced 13.26%
961,209 $0
Q2 2024

Aug 14, 2024
SELL
N/A
-54,288 Reduced 4.67%
1,108,115 $0
Q1 2024

May 13, 2024
BUY
N/A
45,088 Added 4.04%
1,162,403 $0
Q4 2023

Feb 13, 2024
SELL
N/A
-4,909 Reduced 0.44%
1,117,315 $0
Q3 2023

Nov 09, 2023
BUY
N/A
21,508 Added 1.95%
1,122,224 $0
Q2 2023

Aug 11, 2023
BUY
N/A
1,058,326 Added 2496.64%
1,100,716 $0
Q1 2023

May 10, 2023
BUY
N/A
42,390 New
42,390 $0
Track This Portfolio

Track Wescott Financial Advisory Group, LLC Portfolio

Follow Wescott Financial Advisory Group, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email