Vestia Personal Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Vestia Personal Wealth Advisors
- $93.7 Billion
- Q2 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 41,635 shares of DISV stock, worth $1.14 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
41,635Holding current value
$1.14 Million% of portfolio
1.2%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
268Shares Held
57.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$230 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.4 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.56MShares$42.7 Million1.19% of portfolio
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Ritholtz Wealth Management1.35MShares$37.1 Million1.2% of portfolio