Vestia Personal Wealth Advisors DIMENSIONAL US LARGE CAP VALUE ETF Transaction History

Vestia Personal Wealth Advisors

  • $146 Billion
  • Q2 2025
Number of Shares
51,131
Previous 42,326 20.8%
Holding current value
$1.59 Billion
Previous $1.29 Billion 22.58%
% of portfolio
1.09%
Previous 1.02%

Shares

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

Jul 16, 2025
BUY
N/A
8,805 Added 20.8%
51,131 $1.59 Billion
Q1 2025

Apr 30, 2025
BUY
N/A
6,848 Added 19.3%
42,326 $1.29 Billion
Q4 2024

Jan 27, 2025
BUY
N/A
8,346 Added 30.76%
35,478 $1.07 Billion
Q3 2024

Nov 04, 2024
BUY
N/A
2,654 Added 10.84%
27,132 $836 Million
Q2 2024

Aug 09, 2024
BUY
N/A
24,478 New
24,478 $708 Million
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