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
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 | $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 |
More positions owned by Wescott Financial Advisory Group
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