Vestia Personal Wealth Advisors Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 66,133 shares of DFUS stock, worth $4.31 Million. This represents 3.47% of its overall portfolio holdings.
Number of Shares
66,133
Previous 65,686
0.68%
Holding current value
$4.31 Million
Previous $4.09 Billion
3.19%
% of portfolio
3.47%
Previous 3.85%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
723Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.72 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$518 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$378 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$312 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$263 Million0.09% of portfolio