Dimensional Etf Trust shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in Dimensional Etf Trust
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All positions including Dimensional Etf Trust held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dimensional Etf Trust by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 475k | 31.53 |
| 2025-06-30 | $13M | 463k | 28.95 |
| 2025-03-31 | $12M | 456k | 25.89 |
| 2024-12-31 | $12M | 458k | 25.37 |
| 2024-09-30 | $13M | 456k | 27.41 |
| 2024-06-30 | $12M | 447k | 25.87 |
| 2024-03-31 | $8.7M | 352k | 24.72 |
| 2023-09-30 | $6.3M | 280k | 22.57 |
| 2023-06-30 | $6.0M | 257k | 23.46 |
| 2023-03-31 | $4.2M | 181k | 23.02 |
| 2022-12-31 | $2.9M | 130k | 21.95 |
| 2022-09-30 | $749k | 37k | 20.09 |
| 2022-06-30 | $504k | 22k | 23.15 |
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