Vestia Personal Wealth Advisors Dimensional ETF Tr Inflation P Transaction History
Vestia Personal Wealth Advisors
- $126 Billion
- Q1 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 27,193 shares of DFIP stock, worth $1.14 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
27,193
Previous 25,453
6.84%
Holding current value
$1.14 Million
Previous $1.03 Billion
11.11%
% of portfolio
0.91%
Previous 0.85%
Shares
4 transactions
Others Institutions Holding DFIP
# of Institutions
137Shares Held
14.7MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$150 Million5.48% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$43.1 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.7 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.5 Million4.33% of portfolio
-
Geometric Wealth Advisors451KShares$18.9 Million3.46% of portfolio