Vestia Personal Wealth Advisors Dimensional ETF Tr U S Small C Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 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 69,879 shares of DFAS stock, worth $4.5 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
69,879
Previous 67,561
3.43%
Holding current value
$4.5 Million
Previous $4.38 Billion
3.78%
% of portfolio
3.74%
Previous 4.13%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
774Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$853 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$484 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$421 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$333 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$175 Million1.82% of portfolio