Vestia Personal Wealth Advisors Dimensional ETF Tr Dimensional Transaction History

Vestia Personal Wealth Advisors

  • $126 Billion
  • Q1 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 44,407 shares of DFIS stock, worth $1.2 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
44,407
Previous 42,909 3.49%
Holding current value
$1.2 Million
Previous $1.05 Billion 8.92%
% of portfolio
0.91%
Previous 0.87%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$23.92 - $26.89 $35,832 - $40,281
1,498 Added 3.49%
44,407 $1.15 Billion
Q4 2024

Jan 27, 2025
BUY
$24.25 - $26.7 $186,797 - $205,670
7,703 Added 21.88%
42,909 $1.05 Billion
Q3 2024

Nov 04, 2024
BUY
$24.06 - $26.97 $80,745 - $90,511
3,356 Added 10.54%
35,206 $945 Million
Q2 2024

Aug 09, 2024
BUY
$24.08 - $25.86 $766,948 - $823,641
31,850 New
31,850 $784 Million

Others Institutions Holding DFIS

# of Institutions
246
Shares Held
91.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
Track This Portfolio

Track Vestia Personal Wealth Advisors Portfolio

Follow Vestia Personal Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vestia Personal Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Vestia Personal Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email