Vestia Personal Wealth Advisors Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 67,561 shares of DFAS stock, worth $4.61 Million. This represents 4.13% of its overall portfolio holdings.
Number of Shares
67,561
Previous 67,253
0.46%
Holding current value
$4.61 Million
Previous $4.04 Billion
8.45%
% of portfolio
4.13%
Previous 4.31%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
701Shares Held
108MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$765 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$477 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$454 Million23.57% of portfolio
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Bank Of America Corp Charlotte, NC4.91MShares$335 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$186 Million1.82% of portfolio