Vestia Personal Wealth Advisors Dimensional ETF Tr U S Equity Transaction History
Vestia Personal Wealth Advisors
- $126 Billion
- Q1 2025
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 66,122 shares of DFUS stock, worth $4.35 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
66,122
Previous 66,133
0.02%
Holding current value
$4.35 Million
Previous $4.22 Billion
5.15%
% of portfolio
3.16%
Previous 3.47%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
762Shares Held
183MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.8 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$524 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$340 Million20.01% of portfolio
-
Plancorp, LLC4.71MShares$310 Million11.37% of portfolio
-
Envestnet Asset Management Inc3.84MShares$253 Million0.08% of portfolio