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 149,823 shares of DFSV stock, worth $4.37 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares
149,823
Previous 114,814 30.49%
Holding current value
$4.37 Million
Previous $3.53 Billion 19.34%
% of portfolio
3.34%
Previous 2.91%

Shares

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

Apr 30, 2025
BUY
$27.56 - $32.1 $964,848 - $1.12 Million
35,009 Added 30.49%
149,823 $4.22 Billion
Q4 2024

Jan 27, 2025
BUY
$30.18 - $33.87 $512,426 - $575,078
16,979 Added 17.35%
114,814 $3.53 Billion
Q3 2024

Nov 04, 2024
BUY
$28.25 - $31.7 $373,691 - $419,327
13,228 Added 15.63%
97,835 $3.01 Billion
Q2 2024

Aug 09, 2024
BUY
$27.81 - $30.13 $2.35 Million - $2.55 Million
84,607 New
84,607 $2.43 Billion

Others Institutions Holding DFSV

# of Institutions
441
Shares Held
120M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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