Vestia Personal Wealth Advisors Dimensional ETF Tr U S Small C Transaction History
Vestia Personal Wealth Advisors
- $173 Billion
- Q3 2025
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 100,710 shares of DFAS stock, worth $6.76 Million. This represents 4.0% of its overall portfolio holdings.
Number of Shares
100,710
Previous 89,735
12.23%
Holding current value
$6.76 Million
Previous $5.72 Billion
20.6%
% of portfolio
4.0%
Previous 3.92%
Shares
6 transactions
Others Institutions Holding DFAS
# of Institutions
868Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio