Vestia Personal Wealth Advisors Dimensional ETF Tr Us Marketwi Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 181,216 shares of DFUV stock, worth $7.59 Million. This represents 7.12% of its overall portfolio holdings.
Number of Shares
181,216
Previous 176,245
2.82%
Holding current value
$7.59 Million
Previous $6.92 Billion
9.14%
% of portfolio
7.12%
Previous 7.38%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
628Shares Held
255MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33MShares$1.38 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO29MShares$1.21 Billion2.88% of portfolio
-
Savant Capital, LLC18.5MShares$775 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$604 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$458 Million0.76% of portfolio