Vestia Personal Wealth Advisors Dimensional ETF Tr U S Core Eq Transaction History
Vestia Personal Wealth Advisors
- $93.7 Billion
- Q2 2024
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 229,460 shares of DFAC stock, worth $7.83 Million. This represents 7.88% of its overall portfolio holdings.
Number of Shares
229,460Holding current value
$7.83 Million% of portfolio
7.88%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
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Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
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Forum Financial Management, LP Lombard, IL37.3MShares$1.27 Billion24.81% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$602 Million0.29% of portfolio