Wescott Financial Advisory Group, LLC
Position in DFNM — Dimensional National Municipal Bond ETF
CIK 1864880
Philadelphia, PA
All Filings in DFNM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 DFNM | $4,331,019 | 90,664 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 DFNM | $4,378,113 | 91,040 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 DFNM | $4,525,400 | 93,288 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 DFNM | $4,915,271 | 105,773 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 DFNM | $5,257,256 | 110,377 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 DFNM | $8,238,722 | 170,521 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 DFNM | $9,034,464 | 188,966 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||