Vestia Personal Wealth Advisors Purchases and Sells in Q3 2025

Vestia Personal Wealth Advisors

  • $173 Billion
  • Q3 2025

Top Buys

Incresed Positions

65 operations
Stock Shares change Price Range Shares Held Trade History
DIMENSIONAL ULTRASHORT FIXED INCOME ETF
64.9K
+ 596.76%
N/A
75.8K $3.85B
66.3K
+ 18.59%
$36.04 - $38.78 $2.39M - $2.57M
423K $16B
47.7K
+ 12.23%
$30.76 - $33.01 $1.47M - $1.57M
438K $14.4B
16.9K
+ 5.11%
$42.66 - $46.53 $722K - $787K
348K $16B
38.5K
+ 19.96%
$29.2 - $32.74 $1.12M - $1.26M
231K $7.36B
11K
+ 12.23%
$63.41 - $69.69 $696K - $765K
101K $6.89B
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
13.6K
New
$32.11 - $34.92 $436K - $474K
13.6K $474M
DIMENSIONAL INTERNATIONAL VECTOR EQUITY ETF
6.3K
New
N/A
6.3K $387M
1.52K
New
$189.27 - $227.18 $288K - $346K
1.52K $333M
6.46K
New
$49.42 - $52.71 $319K - $341K
6.46K $323M
10.1K
New
$66.38 - $71.68 $668K - $721K
10.1K $10.1M

Top Sells

Reduced Positions

19 operations
Stock Shares change Price Range Shares Held Trade History
-7.55K
- 56.71%
$56.02 - $60.3 $423K - $455K
5.76K $345M
-758
- 45.91%
$300.7 - $455.9 $228K - $346K
893 $288M
-4.15K
- 51.14%
$84.55 - $89.54 $351K - $371K
3.96K $354M
-2.85K
- 39.09%
$49.43 - $54.52 $141K - $155K
4.44K $240M
-2.14K
- 8.78%
$36.72 - $37.86 $78.5K - $80.9K
22.2K $841M
-5.69K
- 26.1%
N/A
16.1K $111M
View all
Activity Summary
Buys All Purchases 70 New Holdings 5 Increased Positions 65 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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