Vestia Personal Wealth Advisors DIMENSIONAL US LARGE CAP VALUE ETF Transaction History

Vestia Personal Wealth Advisors

  • $126 Billion
  • Q1 2025
Number of Shares
42,326
Previous 35,478 19.3%
Holding current value
$1.29 Billion
Previous $1.07 Billion 21.45%
% of portfolio
1.02%
Previous 0.88%

Shares

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

Apr 30, 2025
BUY
N/A
6,848 Added 19.3%
42,326 $1.29 Billion
Q4 2024

Jan 27, 2025
BUY
N/A
8,346 Added 30.76%
35,478 $1.07 Billion
Q3 2024

Nov 04, 2024
BUY
N/A
2,654 Added 10.84%
27,132 $836 Million
Q2 2024

Aug 09, 2024
BUY
N/A
24,478 New
24,478 $708 Million
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