Wescott Financial Advisory Group, LLC DFIS Holdings History
Wescott Financial Advisory Group, LLC's Dimensional International Small Cap ETF Holding Summary
As of 2025-03-31, Wescott Financial Advisory Group, LLC held 1.36 Mil shares of Dimensional International Small Cap ETF(DFIS), totaling $35.18 Mil. This investment constitutes 3.65% of their stock portfolio, and Wescott Financial Advisory Group, LLC now holds 1.35% of the outstanding Dimensional International Small Cap ETF(DFIS) stock.
The initial trade took place in 2022Q2. And since then Wescott Financial Advisory Group, LLC has made 11 purchases of DFIS, at an average price of $24.61, for a total of 1.37 Mil shares. In addition, there have been 1 sales at an average price of $22.25 for 7,839.00 shares. Based on historical transaction data and DFIS's current price of $30.01, Wescott Financial Advisory Group, LLC's estimated gain on his DFIS holdings is $7.33 Mil, reflecting a 21.74% gain to date.
Wescott Financial Advisory Group, LLC DFIS ($30.01) Holding Chart
Wescott Financial Advisory Group, LLC DFIS ($30.01) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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