Wescott Financial Advisory Group, LLC DIMENSIONAL ETF TRUST Transaction History

Wescott Financial Advisory Group, LLC

  • $857 Million
  • Q1 2025
Number of Shares
966,696
Previous 970,495 0.39%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
N/A
-3,799 Reduced 0.39%
966,696 $0
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
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