Vestia Personal Wealth Advisors Dimensional ETF Tr U S Small C Transaction History
Vestia Personal Wealth Advisors
- $146 Billion
- Q2 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 89,735 shares of DFAS stock, worth $5.8 Million. This represents 3.92% of its overall portfolio holdings.
Number of Shares
89,735
Previous 75,259
19.23%
Holding current value
$5.8 Million
Previous $4.5 Billion
27.14%
% of portfolio
3.92%
Previous 3.56%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
835Shares Held
133MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS20.2MShares$1.31 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$515 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$376 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$347 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$180 Million3.23% of portfolio