Vestia Personal Wealth Advisors Dimensional ETF Tr U S Small C Transaction History

Vestia Personal Wealth Advisors

  • $126 Billion
  • Q1 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 75,259 shares of DFAS stock, worth $4.36 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares
75,259
Previous 69,879 7.7%
Holding current value
$4.36 Million
Previous $4.55 Billion 1.12%
% of portfolio
3.56%
Previous 3.74%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$58.81 - $68.2 $316,397 - $366,916
5,380 Added 7.7%
75,259 $4.5 Billion
Q4 2024

Jan 27, 2025
BUY
$63.58 - $71.15 $147,378 - $164,925
2,318 Added 3.43%
69,879 $4.55 Billion
Q3 2024

Nov 04, 2024
BUY
$59.25 - $65.33 $18,249 - $20,121
308 Added 0.46%
67,561 $4.38 Billion
Q2 2024

Aug 09, 2024
BUY
$57.42 - $62.37 $3.86 Million - $4.19 Million
67,253 New
67,253 $4.04 Billion

Others Institutions Holding DFAS

# of Institutions
805
Shares Held
120M
Call Options Held
0
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
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