Wescott Financial Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Wescott Financial Advisory Group, LLC
- $932 Million
- Q2 2025
A detailed history of Wescott Financial Advisory Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 1,345,355 shares of DFIS stock, worth $42.5 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
1,345,355
Previous 1,361,318
1.17%
Holding current value
$42.5 Million
Previous $35.2 Million
14.13%
% of portfolio
4.31%
Previous 4.11%
Shares
13 transactions
Others Institutions Holding DFIS
# of Institutions
276Shares Held
85.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.7MShares$590 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$394 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.35MShares$106 Million0.13% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$92.6 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$90.2 Million1.31% of portfolio