Vestia Personal Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Vestia Personal Wealth Advisors
- $126 Billion
- Q1 2025
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 60,285 shares of DFAR stock, worth $1.4 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
60,285
Previous 52,630
14.54%
Holding current value
$1.4 Million
Previous $1.22 Billion
16.98%
% of portfolio
1.13%
Previous 1.01%
Shares
4 transactions
Others Institutions Holding DFAR
# of Institutions
256Shares Held
41.9MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$54.5 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$46.9 Million11.74% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$39.2 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$30.9 Million2.99% of portfolio