WFAG
Wescott Financial Advisory Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Buy |
561,403
+38,539
| +7% | +$1.2M | 1.67% | 16 |
|
|
2025
Q1 | $16M | Buy |
522,864
+33,828
| +7% | +$1.03M | 1.66% | 16 |
|
|
2024
Q4 | $14.7M | Buy |
489,036
+38,860
| +9% | +$1.17M | 1.52% | 17 |
|
|
2024
Q3 | $13.9M | Buy |
450,176
+68,109
| +18% | +$2.1M | 1.49% | 16 |
|
|
2024
Q2 | $11M | Buy |
382,067
+64,081
| +20% | +$1.85M | 1.28% | 17 |
|
|
2024
Q1 | $9.54M | Buy |
317,986
+85,011
| +36% | +$2.55M | 1.19% | 17 |
|
|
2023
Q4 | $6.3M | Buy |
232,975
+39,759
| +21% | +$1.08M | 0.88% | 20 |
|
|
2023
Q3 | $4.79M | Buy |
193,216
+59,433
| +44% | +$1.47M | 0.88% | 26 |
|
|
2023
Q2 | $3.4M | Buy |
133,783
+94,908
| +244% | +$2.41M | 0.6% | 36 |
|
|
2023
Q1 | $955K | Buy |
38,875
+25,469
| +190% | +$626K | 0.21% | 66 |
|
|
2022
Q4 | $329K | Buy |
+13,406
| New | +$329K | 0.07% | 116 |
|