Vestia Personal Wealth Advisors DIMENSIONAL GLOBAL REAL ESTATE ETF Transaction History

Vestia Personal Wealth Advisors

  • $146 Billion
  • Q2 2025
Number of Shares
61,811
Previous 52,657 17.38%
Holding current value
$1.66 Billion
Previous $1.38 Billion 19.92%
% of portfolio
1.14%
Previous 1.09%

Shares

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

Jul 16, 2025
BUY
N/A
9,154 Added 17.38%
61,811 $1.66 Billion
Q1 2025

Apr 30, 2025
BUY
N/A
8,040 Added 18.02%
52,657 $1.38 Billion
Q4 2024

Jan 27, 2025
BUY
N/A
8,618 Added 23.94%
44,617 $1.14 Billion
Q3 2024

Nov 04, 2024
BUY
N/A
213 Added 0.6%
35,999 $1.04 Billion
Q2 2024

Aug 09, 2024
BUY
N/A
35,786 New
35,786 $894 Million
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