Vestia Personal Wealth Advisors DIMENSIONAL GLOBAL REAL ESTATE ETF Transaction History

Vestia Personal Wealth Advisors

  • $126 Billion
  • Q1 2025
Number of Shares
52,657
Previous 44,617 18.02%
Holding current value
$1.38 Billion
Previous $1.14 Billion 21.36%
% of portfolio
1.09%
Previous 0.94%

Shares

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

Apr 30, 2025
BUY
N/A
8,040 Added 18.02%
52,657 $1.38 Billion
Q4 2024

Jan 27, 2025
BUY
N/A
8,618 Added 23.94%
44,617 $1.14 Billion
Q3 2024

Nov 04, 2024
BUY
N/A
213 Added 0.6%
35,999 $1.04 Billion
Q2 2024

Aug 09, 2024
BUY
N/A
35,786 New
35,786 $894 Million
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