Vestia Personal Wealth Advisors Dimensional ETF Tr Dimensional Transaction History

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 2024

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 42,909 shares of DFIS stock, worth $1.15 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
42,909
Previous 35,206 21.88%
Holding current value
$1.15 Million
Previous $945 Million 11.55%
% of portfolio
0.87%
Previous 0.89%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
236
Shares Held
81.5M
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
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