Vestia Personal Wealth Advisors Dimensional ETF Tr Core Fxd In Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 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 45,063 shares of DFCF stock, worth $1.89 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
45,063
Previous 37,647
19.7%
Holding current value
$1.89 Million
Previous $1.62 Billion
14.61%
% of portfolio
1.53%
Previous 1.53%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
416Shares Held
120MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$467 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
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Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio