Vestia Personal Wealth Advisors Dimensional ETF Tr Emerging Mk Transaction History
Vestia Personal Wealth Advisors
- $146 Billion
- Q2 2025
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 139,941 shares of DFEM stock, worth $4.27 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
139,941
Previous 134,107
4.35%
Holding current value
$4.27 Million
Previous $3.55 Billion
17.0%
% of portfolio
2.84%
Previous 2.81%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
462Shares Held
162MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$512 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$198 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$183 Million2.54% of portfolio
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Truepoint, Inc.4.49MShares$137 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$121 Million1.18% of portfolio