Wescott Financial Advisory Group, LLC DFUV Holdings History
Wescott Financial Advisory Group, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, Wescott Financial Advisory Group, LLC held 849,792.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $35.02 Mil. This investment constitutes 3.63% of their stock portfolio, and Wescott Financial Advisory Group, LLC now holds 0.31% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then Wescott Financial Advisory Group, LLC has made 7 purchases of DFUV, at an average price of $33.28, for a total of 982,107.00 shares. In addition, there have been 5 sales at an average price of $39.67 for 132,315.00 shares. Based on historical transaction data and DFUV's current price of $42.91, Wescott Financial Advisory Group, LLC's estimated gain on his DFUV holdings is $9.03 Mil, reflecting a 27.62% gain to date.
Wescott Financial Advisory Group, LLC DFUV ($42.91) Holding Chart
Wescott Financial Advisory Group, LLC DFUV ($42.91) 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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