Vestia Personal Wealth Advisors Dimensional ETF Tr U S Equity Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 65,686 shares of DFUS stock, worth $4.27 Million. This represents 3.85% of its overall portfolio holdings.
Number of Shares
65,686
Previous 64,152
2.39%
Holding current value
$4.27 Million
Previous $3.78 Billion
8.22%
% of portfolio
3.85%
Previous 4.03%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
641Shares Held
124MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$517 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$381 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$328 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.12MShares$268 Million0.08% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$238 Million0.23% of portfolio