Vestia Personal Wealth Advisors Dimensional ETF Tr Inflation P Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 17,883 shares of DFIP stock, worth $736,421. This represents 0.71% of its overall portfolio holdings.
Number of Shares
17,883
Previous 16,256
10.01%
Holding current value
$736,421
Previous $664 Million
13.9%
% of portfolio
0.71%
Previous 0.71%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
106Shares Held
12.1MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$144 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.8 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO811KShares$33.4 Million4.48% of portfolio
-
Planning Center, Inc.739KShares$30.4 Million5.43% of portfolio
-
Geometric Wealth Advisors430KShares$17.7 Million3.51% of portfolio