Vestia Personal Wealth Advisors Dimensional ETF Tr U S Core Eq Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 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 252,281 shares of DFAC stock, worth $8.71 Million. This represents 8.14% of its overall portfolio holdings.
Number of Shares
252,281
Previous 229,460
9.95%
Holding current value
$8.71 Million
Previous $7.39 Billion
16.88%
% of portfolio
8.14%
Previous 7.88%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares Held
725MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.95 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.65 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$610 Million0.29% of portfolio