Vestia Personal Wealth Advisors Dimensional ETF Tr Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 2024
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 29,209 shares of DFAI stock, worth $919,499. This represents 0.7% of its overall portfolio holdings.
Number of Shares
29,209
Previous 29,186
0.08%
Holding current value
$919,499
Previous $928 Million
8.05%
% of portfolio
0.7%
Previous 0.87%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
611Shares Held
231MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.02 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$209 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$189 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$176 Million17.39% of portfolio