Wescott Financial Advisory Group, LLC
Position in DFLV — Dimensional US Large Cap Value ETF
CIK 1864880
Philadelphia, PA
All Filings in DFLV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 DFLV | $11,045,556 | 382,067 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 DFLV | $9,536,400 | 317,986 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 DFLV | $6,301,973 | 232,975 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 DFLV | $4,793,688 | 193,216 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 DFLV | $3,398,088 | 133,783 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 DFLV | $955,119 | 38,875 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 DFLV | $328,849 | 13,406 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||