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 $3.26 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
114,814
Previous 97,835
17.35%
Holding current value
$3.26 Million
Previous $3.01 Billion
17.3%
% of portfolio
2.91%
Previous 2.84%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
417Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$229 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$216 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$154 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$119 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$113 Million0.19% of portfolio