Vestia Personal Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Vestia Personal Wealth Advisors
- $146 Billion
- Q2 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 65,497 shares of DFAR stock, worth $1.51 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
65,497
Previous 60,285
8.65%
Holding current value
$1.51 Million
Previous $1.43 Billion
7.24%
% of portfolio
1.05%
Previous 1.13%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
272Shares Held
43.1MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$72.4 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$58.8 Million0.08% of portfolio
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Prudential Financial Inc Newark, NJ2.34MShares$54.1 Million0.08% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$47.9 Million10.62% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40 Million3.75% of portfolio