Vestia Personal Wealth Advisors Dimensional ETF Tr Transaction History
Vestia Personal Wealth Advisors
- $146 Billion
- Q2 2025
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 33,390 shares of DFAI stock, worth $1.18 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
33,390
Previous 29,408
13.54%
Holding current value
$1.18 Million
Previous $918 Million
25.68%
% of portfolio
0.79%
Previous 0.73%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
675Shares Held
243MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$660 Million0.87% of portfolio
-
Envestnet Asset Management Inc9.25MShares$326 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$247 Million0.02% of portfolio
-
Sym Financial Corp6.61MShares$233 Million25.8% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$201 Million18.44% of portfolio