Vestia Personal Wealth Advisors Dimensional ETF Tr Emerging Mk Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 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 54,582 shares of DFEV stock, worth $1.53 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
54,582
Previous 49,553
10.15%
Holding current value
$1.53 Million
Previous $1.36 Billion
14.0%
% of portfolio
1.46%
Previous 1.45%
Shares
2 transactions
Others Institutions Holding DFEV
# of Institutions
156Shares Held
17.8MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.39MShares$66.7 Million4.64% of portfolio
-
Ritholtz Wealth Management965KShares$27 Million0.84% of portfolio
-
True Wealth Design, LLC Akron, OH767KShares$21.4 Million5.21% of portfolio
-
Marquette Asset Management, LLC637KShares$17.8 Million2.88% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL612KShares$17.1 Million0.02% of portfolio