Vestia Personal Wealth Advisors Dimensional ETF Tr Us Marketwi Transaction History

Vestia Personal Wealth Advisors

  • $106 Billion
  • Q3 2024

A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 181,216 shares of DFUV stock, worth $7.78 Million. This represents 7.12% of its overall portfolio holdings.

Number of Shares
181,216
Previous 176,245 2.82%
Holding current value
$7.78 Million
Previous $6.92 Billion 9.14%
% of portfolio
7.12%
Previous 7.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$38.51 - $41.69 $191,433 - $207,240
4,971 Added 2.82%
181,216 $7.55 Billion
Q2 2024

Aug 09, 2024
BUY
$38.53 - $40.76 $6.79 Million - $7.18 Million
176,245 New
176,245 $6.92 Billion

Others Institutions Holding DFUV

# of Institutions
640
Shares Held
267M
Call Options Held
300
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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