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Dimensional Etf Trust shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAR) 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
2024-09-30 $268k 10k 25.64
2024-06-30 $231k 10k 22.10
2024-03-31 $234k 10k 22.37

More positions owned by Wescott Financial Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Merck & Co (MRK)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Wescott Financial Advisory Group

Top funds holding Dimensional Etf Trust

Vista Wealth Management Group
HighTower Advisors
Elwood & Goetz Wealth Advisory Group
Beaird Harris Wealth Management
Savant Capital Management
RAM Investment Partners
Moisand Fitzgerald Tamayo
Rather & Kittrell
Great Oak Capital Partners
Root Financial Partners
Brown Financial Advisory
Bridgewater Advisors
BKD Wealth Advisors
Burns Wealth Management
Phillips Financial Management

View all funds holding Dimensional Etf Trust