Vestia Personal Wealth Advisors Dimensional ETF Tr Inflation P Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 2024
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 25,453 shares of DFIP stock, worth $1.07 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
25,453
Previous 17,883
42.33%
Holding current value
$1.07 Million
Previous $756 Million
36.3%
% of portfolio
0.85%
Previous 0.71%
Shares
3 transactions
Others Institutions Holding DFIP
# of Institutions
134Shares Held
14.4MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$147 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$44 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.4 Million4.33% of portfolio
-
Planning Center, Inc.754KShares$31.6 Million5.34% of portfolio
-
Geometric Wealth Advisors451KShares$18.9 Million3.46% of portfolio