Vestia Personal Wealth Advisors Dimensional ETF Tr Short Durat Transaction History

Vestia Personal Wealth Advisors

  • $146 Billion
  • Q2 2025

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 23,193 shares of DFSD stock, worth $1.12 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
23,193
Previous 21,084 10.0%
Holding current value
$1.12 Million
Previous $1 Billion 11.12%
% of portfolio
0.76%
Previous 0.79%

Shares

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

Jul 16, 2025
BUY
$47.09 - $48.01 $99,312 - $101,253
2,109 Added 10.0%
23,193 $1.11 Billion
Q1 2025

Apr 30, 2025
BUY
$46.74 - $47.55 $50,479 - $51,354
1,080 Added 5.4%
21,084 $1 Billion
Q4 2024

Jan 27, 2025
BUY
$46.75 - $47.8 $43,571 - $44,549
932 Added 4.89%
20,004 $938 Million
Q3 2024

Nov 04, 2024
BUY
$47.0 - $47.84 $201,583 - $205,185
4,289 Added 29.01%
19,072 $911 Million
Q2 2024

Aug 09, 2024
BUY
$46.64 - $47.15 $689,479 - $697,018
14,783 New
14,783 $695 Million

Others Institutions Holding DFSD

# of Institutions
360
Shares Held
74.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

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