Vestia Personal Wealth Advisors Dimensional ETF Tr Us Marketwi Transaction History

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 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 194,219 shares of DFUV stock, worth $8.3 Million. This represents 6.54% of its overall portfolio holdings.

Number of Shares
194,219
Previous 181,216 7.18%
Holding current value
$8.3 Million
Previous $7.55 Billion 5.21%
% of portfolio
6.54%
Previous 7.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$40.38 - $44.35 $525,061 - $576,683
13,003 Added 7.18%
194,219 $7.95 Billion
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
657
Shares Held
269M
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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