Vestia Personal Wealth Advisors Dimensional ETF Tr U S Core Eq Transaction History
Vestia Personal Wealth Advisors
- $126 Billion
- Q1 2025
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 316,278 shares of DFAC stock, worth $10.2 Million. This represents 8.25% of its overall portfolio holdings.
Number of Shares
316,278
Previous 279,584
13.12%
Holding current value
$10.2 Million
Previous $9.67 Billion
7.87%
% of portfolio
8.25%
Previous 7.96%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,078Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio