Vestia Personal Wealth Advisors Dimensional ETF Tr Inflation P Transaction History
Vestia Personal Wealth Advisors
- $146 Billion
- Q2 2025
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 31,286 shares of DFIP stock, worth $1.32 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
31,286
Previous 27,193
15.05%
Holding current value
$1.32 Million
Previous $1.15 Billion
14.21%
% of portfolio
0.9%
Previous 0.91%
Shares
5 transactions
Others Institutions Holding DFIP
# of Institutions
148Shares Held
15.9MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$150 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.4 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$36.5 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$33.2 Million4.57% of portfolio
-
Hemington Wealth Management766KShares$32.2 Million4.64% of portfolio