Vestia Personal Wealth Advisors Dimensional ETF Tr Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 35,856 shares of DFAU stock, worth $1.43 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
35,856
Previous 35,642
0.6%
Holding current value
$1.43 Million
Previous $1.34 Billion
6.5%
% of portfolio
1.34%
Previous 1.43%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
408Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$193 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$166 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$147 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$140 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$115 Million0.71% of portfolio