Vestia Personal Wealth Advisors Dimensional ETF Tr Dimensional Transaction History

Vestia Personal Wealth Advisors

  • $126 Billion
  • Q1 2025

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 66,900 shares of DISV stock, worth $2.14 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
66,900
Previous 57,513 16.32%
Holding current value
$2.14 Million
Previous $1.53 Billion 27.49%
% of portfolio
1.54%
Previous 1.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$26.09 - $30.21 $244,906 - $283,581
9,387 Added 16.32%
66,900 $1.95 Billion
Q4 2024

Jan 27, 2025
BUY
$26.18 - $28.77 $380,212 - $417,826
14,523 Added 33.78%
57,513 $1.53 Billion
Q3 2024

Nov 04, 2024
BUY
$26.06 - $29.18 $35,311 - $39,538
1,355 Added 3.25%
42,990 $1.25 Billion
Q2 2024

Aug 09, 2024
BUY
$26.23 - $28.56 $1.09 Million - $1.19 Million
41,635 New
41,635 $1.12 Billion

Others Institutions Holding DISV

# of Institutions
343
Shares Held
69.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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