Vestia Personal Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Vestia Personal Wealth Advisors
- $93.7 Billion
- Q2 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 297,105 shares of DFIC stock, worth $7.96 Million. This represents 8.33% of its overall portfolio holdings.
Number of Shares
297,105Holding current value
$7.96 Million% of portfolio
8.33%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
348Shares Held
225MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$637 Million0.22% of portfolio
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Mercer Global Advisors Inc Denver, CO23.3MShares$625 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$422 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$126 Million16.75% of portfolio