Vestia Personal Wealth Advisors Dimensional ETF Tr Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 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 35,748 shares of DFAU stock, worth $1.36 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
35,748
Previous 35,856
0.3%
Holding current value
$1.36 Million
Previous $1.42 Billion
1.71%
% of portfolio
1.19%
Previous 1.34%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
492Shares Held
204MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio