Vestia Personal Wealth Advisors Dimensional ETF Tr Core Fxd In Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
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 37,647 shares of DFCF stock, worth $1.58 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
37,647
Previous 32,290
16.59%
Holding current value
$1.58 Million
Previous $1.34 Billion
20.88%
% of portfolio
1.53%
Previous 1.43%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
324Shares Held
91.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$432 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$322 Million11.84% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$117 Million11.43% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$102 Million1.24% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$102 Million24.22% of portfolio