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 $11 Million. This represents 7.94% of its overall portfolio holdings.
Number of Shares
271,910
Previous 243,228
11.79%
Holding current value
$11 Million
Previous $9.26 Billion
4.16%
% of portfolio
7.94%
Previous 8.73%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
649Shares Held
215MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20MShares$809 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$718 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$451 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$334 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$283 Million0.17% of portfolio