Ownership history in Wescott Financial Advisory Group, LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which Wescott Financial Advisory Group, LLC reported a position in DIMENSIONAL ETF TRUST (DFIS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Wescott Financial Advisory Group, LLC underperformed the S&P 500 by β4.1% annually on this DFIS position. Timing score: 50% (7/14 decisions correct). Average cost basis: $24.21. Maximum drawdown during holding period: β11.0%.
β οΈ Trailed SPY by 4.1% ann. on this position.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
7 of 14 add/trim decisions correct
Best entry: $17.15 (2022 Q3) Β· Worst: $26.01 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 4 trims. Bought during 4 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Wescott Financial Advisory Group, LLC has been actively increasing its DFIS allocation β a bullish signal from insiders.
Currently 3.72% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size