Vestia Personal Wealth Advisors Dimensional ETF Tr Transaction History
Vestia Personal Wealth Advisors
- $146 Billion
- Q2 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 36,538 shares of DFAU stock, worth $1.6 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
36,538
Previous 35,979
1.55%
Holding current value
$1.6 Million
Previous $1.38 Billion
11.91%
% of portfolio
1.06%
Previous 1.09%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
526Shares Held
139MCall Options Held
30.6KPut Options Held
700-
Rvw Wealth, LLC4.33MShares$189 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$181 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$167 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$164 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$151 Million1.86% of portfolio