Vestia Personal Wealth Advisors Dimensional ETF Tr U S Equity Transaction History
Vestia Personal Wealth Advisors
- $93.7 Billion
- Q2 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 64,152 shares of DFUS stock, worth $3.9 Million. This represents 4.03% of its overall portfolio holdings.
Number of Shares
64,152Holding current value
$3.9 Million% of portfolio
4.03%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$484 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.92MShares$360 Million20.2% of portfolio
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Plancorp, LLC5.04MShares$307 Million12.91% of portfolio
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Envestnet Asset Management Inc4.15MShares$252 Million0.09% of portfolio
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Creative Planning Overland Park, KS3.71MShares$226 Million0.23% of portfolio