Vestia Personal Wealth Advisors Dimensional ETF Tr Transaction History
Vestia Personal Wealth Advisors
- $197 Billion
- Q4 2025
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 33,779 shares of DFAI stock, worth $1.25 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
33,779
Previous 33,504
0.82%
Holding current value
$1.25 Million
Previous $1.22 Billion
9.44%
% of portfolio
0.68%
Previous 0.71%
Shares
7 transactions
Others Institutions Holding DFAI
# of Institutions
733Shares Held
288MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio