Vestia Personal Wealth Advisors Dimensional ETF Tr Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 29,209 shares of DFAI stock, worth $897,008. This represents 0.7% of its overall portfolio holdings.
Number of Shares
29,209
Previous 29,186
0.08%
Holding current value
$897,008
Previous $928 Million
8.05%
% of portfolio
0.7%
Previous 0.87%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
559Shares Held
190MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.65MShares$204 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$185 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$171 Million17.39% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$133 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$129 Million0.19% of portfolio