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 96,718 shares of DFEV stock, worth $2.97 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
96,718
Previous 89,587
7.96%
Holding current value
$2.97 Million
Previous $2.42 Billion
19.69%
% of portfolio
1.99%
Previous 1.92%
Shares
5 transactions
Others Institutions Holding DFEV
# of Institutions
203Shares Held
24.6MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.53MShares$77.4 Million5.65% of portfolio
-
Ritholtz Wealth Management1.25MShares$38.3 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL908KShares$27.9 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL834KShares$25.6 Million0.01% of portfolio
-
True Wealth Design, LLC Akron, OH747KShares$22.9 Million7.89% of portfolio