Vestia Personal Wealth Advisors Dimensional ETF Tr Transaction History

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 2024

A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 271,910 shares of DFIV stock, worth $10.5 Million. This represents 7.94% of its overall portfolio holdings.

Number of Shares
271,910
Previous 243,228 11.79%
Holding current value
$10.5 Million
Previous $9.26 Billion 4.16%
% of portfolio
7.94%
Previous 8.73%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$34.86 - $37.97 $999,854 - $1.09 Million
28,682 Added 11.79%
271,910 $9.65 Billion
Q3 2024

Nov 04, 2024
BUY
$34.66 - $38.38 $158,118 - $175,089
4,562 Added 1.91%
243,228 $9.26 Billion
Q2 2024

Aug 09, 2024
BUY
$35.5 - $38.02 $8.47 Million - $9.07 Million
238,666 New
238,666 $8.58 Billion

Others Institutions Holding DFIV

# of Institutions
625
Shares Held
214M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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