Vestia Personal Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 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 42,990 shares of DISV stock, worth $1.19 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
42,990
Previous 41,635
3.25%
Holding current value
$1.19 Million
Previous $1.12 Billion
11.52%
% of portfolio
1.18%
Previous 1.2%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
268Shares Held
57.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$232 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$172 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$87.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$43.1 Million1.19% of portfolio
-
Ritholtz Wealth Management1.35MShares$37.5 Million1.2% of portfolio