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Dimensional Etf Trust shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $995k 33k 29.95
2023-06-30 $1.0M 33k 30.99
2023-03-31 $952k 33k 28.77
2022-12-31 $613k 23k 27.02
2022-09-30 $430k 17k 25.12

More positions owned by Wescott Financial Advisory Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Merck & Co (MRK)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Wescott Financial Advisory Group

Top funds holding Dimensional Etf Trust

Modera Wealth Management
Sequoia Financial Advisors
Aquire Wealth Advisors
Blankinship & Foster
Kooman & Associates
Hanson McClain Advisors
Spinnaker Investment Group
AE Wealth Management
Buckingham Asset Management
Billeaud Capital Management
Wealth Enhancement Advisory Services
Betterment
RVW Wealth
Evoke Wealth
Krilogy Financial

View all funds holding Dimensional Etf Trust