Wescott Financial Advisory Group, LLC's ownership history for DFIV

Wescott Financial Advisory Group, LLC currently holds 403.5K shares with a market value of $21.3M. It started holding DFIV on 2024-09-30. At its peak, it held 424.8K shares on 2025-06-30. Its highest holding value was $21.3M on 2026-03-31. At its lowest, it held 403.5K shares on 2026-03-31, with a value of $14.8M on 2024-12-31. In the recent 180 days, Wescott Financial Advisory Group, LLC has decreased its shares by 18.2K. In the recent year, Wescott Financial Advisory Group, LLC has decreased its shares by 20.6K.