Vestia Personal Wealth Advisors Dimensional ETF Tr U S Target Transaction History
Vestia Personal Wealth Advisors
- $173 Billion
- Q3 2025
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 187,759 shares of DFAT stock, worth $10.7 Million. This represents 6.33% of its overall portfolio holdings.
Number of Shares
187,759
Previous 187,631
0.07%
Holding current value
$10.7 Million
Previous $10.1 Billion
7.95%
% of portfolio
6.33%
Previous 6.94%
Shares
6 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio