Vestia Personal Wealth Advisors DIMENSIONAL WORLD EQUITY ETF Transaction History

Vestia Personal Wealth Advisors

  • $146 Billion
  • Q2 2025
Number of Shares
18,398
Previous 11,816 55.7%
Holding current value
$1.23 Billion
Previous $724 Million 70.44%
% of portfolio
0.85%
Previous 0.57%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
N/A
6,582 Added 55.7%
18,398 $1.23 Billion
Q1 2025

Apr 30, 2025
BUY
N/A
3,681 Added 45.25%
11,816 $724 Million
Q4 2024

Jan 27, 2025
BUY
N/A
3,799 Added 87.62%
8,135 $508 Million
Q3 2024

Nov 04, 2024
BUY
N/A
4,336 New
4,336 $275 Million
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