Vestia Personal Wealth Advisors Dimensional ETF Tr Transaction History

Vestia Personal Wealth Advisors

  • $146 Billion
  • Q2 2025

A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 330,962 shares of DFIV stock, worth $14.8 Million. This represents 9.71% of its overall portfolio holdings.

Number of Shares
330,962
Previous 286,264 15.61%
Holding current value
$14.8 Million
Previous $11.3 Billion 25.8%
% of portfolio
9.71%
Previous 8.91%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$34.67 - $43.21 $1.55 Million - $1.93 Million
44,698 Added 15.61%
330,962 $14.2 Billion
Q1 2025

Apr 30, 2025
BUY
$35.33 - $40.77 $507,126 - $585,212
14,354 Added 5.28%
286,264 $11.3 Billion
Q4 2024

Jan 27, 2025
BUY
$34.86 - $37.97 $999,854 - $1.09 Million
28,682 Added 11.79%
271,910 $9.65 Billion
Q3 2024

Nov 04, 2024
BUY
$34.66 - $38.38 $158,118 - $175,089
4,562 Added 1.91%
243,228 $9.26 Billion
Q2 2024

Aug 09, 2024
BUY
$35.5 - $38.02 $8.47 Million - $9.07 Million
238,666 New
238,666 $8.58 Billion

Others Institutions Holding DFIV

# of Institutions
723
Shares Held
234M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

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