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Wescott Financial Advisory Group, LLC: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wescott Financial Advisory Group, LLC on DFAI, newest first. How the timeline and the estimate are built.

Wescott Financial Advisory Group, LLC held 58,372 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,372 shares
    Change vs previous 13F -119 shares

    0.19% of the 13F portfolio, value $2,407,858.

    13F-HR 0001172661-26-003047 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 58,491 shares
    Change vs previous 13F -1,086 shares

    0.2% of the 13F portfolio, value $2,278,813.

    13F-HR 0001172661-26-001689 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 59,577 shares
    Change vs previous 13F +94 shares

    0.2% of the 13F portfolio, value $2,270,482.

    13F-HR 0001172661-26-000655 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 59,483 shares
    Change vs previous 13F -6,227 shares

    0.19% of the 13F portfolio, value $2,162,210.

    13F-HR 0001172661-25-004588 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 65,710 shares
    Change vs previous 13F -1,884 shares

    0.22% of the 13F portfolio, value $2,271,607.

    13F-HR 0001172661-25-003022 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 67,594 shares
    Change vs previous 13F +12,114 shares

    0.22% of the 13F portfolio, value $2,110,969.

    13F-HR 0001172661-25-001836 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 55,480 shares
    Change vs previous 13F +123 shares

    0.17% of the 13F portfolio, value $1,620,020.

    13F-HR 0001172661-25-000710 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 55,357 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,759,239.

    13F-HR 0001172661-24-004582 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).