Vestia Personal Wealth Advisors Dimensional ETF Tr Transaction History
Vestia Personal Wealth Advisors
- $126 Billion
- Q1 2025
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 29,408 shares of DFAI stock, worth $999,872. This represents 0.73% of its overall portfolio holdings.
Number of Shares
29,408
Previous 29,209
0.68%
Holding current value
$999,872
Previous $853 Million
7.68%
% of portfolio
0.73%
Previous 0.7%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
646Shares Held
235MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$638 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$253 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$238 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$227 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$194 Million18.44% of portfolio