Vestia Personal Wealth Advisors Dimensional ETF Tr Transaction History
Vestia Personal Wealth Advisors
- $126 Billion
- Q1 2025
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 35,979 shares of DFAU stock, worth $1.5 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
35,979
Previous 35,748
0.65%
Holding current value
$1.5 Million
Previous $1.45 Billion
4.45%
% of portfolio
1.09%
Previous 1.19%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
505Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$234 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$156 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$147 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$147 Million1.87% of portfolio