Vestia Personal Wealth Advisors Dimensional ETF Tr Short Durat Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 19,072 shares of DFSD stock, worth $903,059. This represents 0.86% of its overall portfolio holdings.
Number of Shares
19,072
Previous 14,783
29.01%
Holding current value
$903,059
Previous $695 Million
31.07%
% of portfolio
0.86%
Previous 0.74%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
258Shares Held
46.4MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.4 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.6 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$93.4 Million16.69% of portfolio