Vestia Personal Wealth Advisors Dimensional ETF Tr Short Durat Transaction History
Vestia Personal Wealth Advisors
- $93.7 Billion
- Q2 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 14,783 shares of DFSD stock, worth $698,348. This represents 0.74% of its overall portfolio holdings.
Number of Shares
14,783Holding current value
$698,348% of portfolio
0.74%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
257Shares Held
44.2MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$103 Million1.31% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.1 Million1.09% of portfolio
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Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.4 Million15.04% of portfolio
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Planning Center, Inc.1.97MShares$93.2 Million16.69% of portfolio