Vestia Personal Wealth Advisors DIMENSIONAL ULTRASHORT FIXED INCOME ETF Transaction History

Vestia Personal Wealth Advisors

  • $146 Billion
  • Q2 2025
Number of Shares
10,883
Previous 4,387 148.07%
Holding current value
$552 Million
Previous $223 Million 148.18%
% of portfolio
0.38%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
N/A
6,496 Added 148.07%
10,883 $552 Million
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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