Vestia Personal Wealth Advisors Dimensional ETF Tr Core Fxd In Transaction History
Vestia Personal Wealth Advisors
- $126 Billion
- Q1 2025
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 52,609 shares of DFCF stock, worth $2.21 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
52,609
Previous 45,063
16.75%
Holding current value
$2.21 Million
Previous $1.86 Billion
18.96%
% of portfolio
1.75%
Previous 1.53%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
428Shares Held
113MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$475 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$126 Million11.48% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$113 Million1.41% of portfolio