Vestia Personal Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 409,573 shares of DFIC stock, worth $11.6 Million. This represents 8.71% of its overall portfolio holdings.
Number of Shares
409,573
Previous 323,957
26.43%
Holding current value
$11.6 Million
Previous $9.11 Billion
16.19%
% of portfolio
8.71%
Previous 8.58%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
439Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.4 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$836 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$778 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$464 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$174 Million10.37% of portfolio