Vestia Personal Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
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 49,217 shares of DFAR stock, worth $1.24 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
49,217
Previous 45,883
7.27%
Holding current value
$1.24 Million
Previous $1.01 Billion
24.23%
% of portfolio
1.19%
Previous 1.08%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.5MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$74.3 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$55.3 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$48.5 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42.3 Million3.67% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$33.4 Million2.99% of portfolio