Vestia Personal Wealth Advisors Dimensional ETF Tr Dimensional Call Options Transaction History

Vestia Personal Wealth Advisors

$93.7 Billion
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAR

# of Institutions

206

Shares Held

35M

Call Options Held

0

Put Options Held

0

Vista Wealth Management Group, LLC

2.95M
Shares

$72.9 Million
4.94% of portfolio
High Tower Advisors, LLC Chicago, IL

2.15M
Shares

$53.1 Million
0.07% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

1.93M
Shares

$47.6 Million
12.28% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.68M
Shares

$41.5 Million
3.67% of portfolio
Savant Capital, LLC

1.4M
Shares

$34.5 Million
0.3% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vestia Personal Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Vestia Personal Wealth Advisors with notifications on news.