Vestia Personal Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 52,630 shares of DFAR stock, worth $1.25 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
52,630
Previous 49,217
6.93%
Holding current value
$1.25 Million
Previous $1.26 Billion
2.8%
% of portfolio
1.01%
Previous 1.19%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
231Shares Held
37.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$71.6 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$55.4 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$46.2 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$38.6 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.5 Million2.99% of portfolio