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Dimensional Etf Trust shares owned by Wescott Financial Advisory Group

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

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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
2025-09-30 $19M 422k 46.12
2025-06-30 $18M 425k 42.83
2025-03-31 $17M 424k 39.36
2024-12-31 $15M 418k 35.48
2024-09-30 $15M 405k 38.08
2024-06-30 $14M 400k 35.94
2024-03-31 $16M 431k 36.75
2023-09-30 $13M 408k 32.62
2023-06-30 $13M 402k 32.85
2023-03-31 $13M 394k 32.23
2022-12-31 $12M 404k 30.40
2022-09-30 $9.7M 377k 25.76
2022-06-30 $10M 354k 28.89
2022-03-31 $12M 353k 33.48
2021-12-31 $12M 353k 32.82
2021-09-30 $11M 338k 32.74