Vestia Personal Wealth Advisors Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 189,258 shares of DFAT stock, worth $9.29 Million. This represents 7.71% of its overall portfolio holdings.
Number of Shares
189,258
Previous 197,779
4.31%
Holding current value
$9.29 Million
Previous $11 Billion
11.48%
% of portfolio
7.71%
Previous 9.06%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
758Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$691 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.88MShares$436 Million8.65% of portfolio
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Index Fund Advisors, Inc.6.31MShares$310 Million20.84% of portfolio
-
Savant Capital, LLC5.13MShares$252 Million2.33% of portfolio