Vestia Personal Wealth Advisors DIMENSIONAL ULTRASHORT FIXED INCOME ETF Transaction History

Vestia Personal Wealth Advisors

  • $126 Billion
  • Q1 2025
Number of Shares
4,387
Previous 5,189 15.46%
Holding current value
$223 Million
Previous $263 Million 15.23%
% of portfolio
0.18%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
N/A
-802 Reduced 15.46%
4,387 $223 Million
Q4 2024

Jan 27, 2025
BUY
N/A
5,189 New
5,189 $263 Million
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