Vestia Personal Wealth Advisors Dimensional ETF Tr Dimensional Transaction History

Vestia Personal Wealth Advisors

  • $106 Billion
  • Q3 2024

A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 35,206 shares of DFIS stock, worth $858,322. This represents 0.89% of its overall portfolio holdings.

Number of Shares
35,206
Previous 31,850 10.54%
Holding current value
$858,322
Previous $784 Million 20.41%
% of portfolio
0.89%
Previous 0.84%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$24.06 - $26.97 $80,745 - $90,511
3,356 Added 10.54%
35,206 $945 Million
Q2 2024

Aug 09, 2024
BUY
$24.08 - $25.86 $766,948 - $823,641
31,850 New
31,850 $784 Million

Others Institutions Holding DFIS

# of Institutions
195
Shares Held
78.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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