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 $898,291. This represents 0.86% of its overall portfolio holdings.

Number of Shares
19,072
Previous 14,783 29.01%
Holding current value
$898,291
Previous $695 Million 31.07%
% of portfolio
0.86%
Previous 0.74%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
260
Shares Held
49M
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
Track This Portfolio

Track Vestia Personal Wealth Advisors Portfolio

Follow Vestia Personal Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vestia Personal Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Vestia Personal Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email