Vestia Personal Wealth Advisors Dimensional ETF Tr Emerging Mk Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 126,145 shares of DFEM stock, worth $3.3 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
126,145
Previous 104,930
20.22%
Holding current value
$3.3 Million
Previous $2.96 Billion
11.78%
% of portfolio
2.72%
Previous 2.79%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
366Shares Held
1.15BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$26.6 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL15.6MShares$407 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$151 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$116 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$104 Million0.16% of portfolio