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Dimensional Etf Trust shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFGR) 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 $25M 1.1M 22.41
2023-06-30 $27M 1.1M 24.39
2023-03-31 $1.0M 42k 24.55

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

Forum Financial Management
CI Private Wealth
JMG Financial Group
Private Ocean
Buckingham Asset Management
Savant Capital Management
DiNuzzo Private Wealth
Quantum Financial Advisors
TCI Wealth Advisors
Jane Street
Rs Crum
SRS Capital Advisors
Integris Wealth Management
Mosaic Family Wealth Partners
Planning Center

View all funds holding Dimensional Etf Trust