Vestia Personal Wealth Advisors Dimensional ETF Tr U S Core Eq Transaction History
Vestia Personal Wealth Advisors
- $146 Billion
- Q2 2025
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 356,460 shares of DFAC stock, worth $13.1 Million. This represents 8.75% of its overall portfolio holdings.
Number of Shares
356,460
Previous 316,278
12.7%
Holding current value
$13.1 Million
Previous $10.4 Billion
22.44%
% of portfolio
8.75%
Previous 8.25%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,118Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.02 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$640 Million0.23% of portfolio