Vestia Personal Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Vestia Personal Wealth Advisors
- $146 Billion
- Q2 2025
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 390,037 shares of DFIC stock, worth $12.4 Million. This represents 8.31% of its overall portfolio holdings.
Number of Shares
390,037
Previous 434,148
10.16%
Holding current value
$12.4 Million
Previous $12.1 Billion
0.54%
% of portfolio
8.31%
Previous 9.54%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
503Shares Held
294MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$983 Million2.0% of portfolio
-
Envestnet Asset Management Inc28.8MShares$915 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$508 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$196 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$162 Million0.21% of portfolio