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 114,814 shares of DFSV stock, worth $3.23 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
114,814
Previous 97,835
17.35%
Holding current value
$3.23 Million
Previous $3.01 Billion
17.3%
% of portfolio
2.91%
Previous 2.84%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
416Shares Held
110MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$226 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$214 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$153 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$117 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$112 Million0.19% of portfolio