Vestia Personal Wealth Advisors Dimensional ETF Tr U S Target Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 197,779 shares of DFAT stock, worth $10.8 Million. This represents 9.06% of its overall portfolio holdings.
Number of Shares
197,779
Previous 199,996
1.11%
Holding current value
$10.8 Million
Previous $11.1 Billion
1.05%
% of portfolio
9.06%
Previous 10.48%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
748Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$771 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$681 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$490 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$394 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$281 Million2.33% of portfolio