Wescott Financial Advisory Group »

Dimensional Etf Trust shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) 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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 $237k 8.8k 27.01
2024-06-30 $311k 12k 25.42
2024-03-31 $308k 12k 25.44
2023-09-30 $349k 16k 22.52
2023-06-30 $359k 15k 23.31
2023-03-31 $352k 15k 23.06
2022-12-31 $366k 17k 21.60

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

Buckingham Asset Management
Colony
Envestnet Asset Management
LPL Financial
Geometric Wealth Advisors
Commonwealth Equity Services
Monograph Wealth Advisors
Glenmede Trust Company
Hanson McClain Advisors
Plan
Brian McDonald
Great Waters Wealth Management
JFS Wealth Advisors
Assetmark
Alerus Financial

View all funds holding Dimensional Etf Trust