Vestia Personal Wealth Advisors Dimensional ETF Tr Inflation P Transaction History
Vestia Personal Wealth Advisors
- $173 Billion
- Q3 2025
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 32,701 shares of DFIP stock, worth $1.38 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
32,701
Previous 31,286
4.52%
Holding current value
$1.38 Million
Previous $1.31 Billion
5.59%
% of portfolio
0.8%
Previous 0.9%
Shares
6 transactions
Others Institutions Holding DFIP
# of Institutions
156Shares Held
17.6MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$151 Million5.03% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.07MShares$44.9 Million11.49% of portfolio
-
Hemington Wealth Management913KShares$38.4 Million5.01% of portfolio
-
Planning Center, Inc.898KShares$37.8 Million5.58% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO800KShares$33.7 Million4.12% of portfolio