Vestia Personal Wealth Advisors Dimensional ETF Tr U S Target Transaction History
Vestia Personal Wealth Advisors
- $93.7 Billion
- Q2 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 199,830 shares of DFAT stock, worth $10.9 Million. This represents 11.06% of its overall portfolio holdings.
Number of Shares
199,830Holding current value
$10.9 Million% of portfolio
11.06%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
651Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$774 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$680 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.78MShares$481 Million9.32% of portfolio
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Index Fund Advisors, Inc.7.37MShares$403 Million22.37% of portfolio
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Savant Capital, LLC4.85MShares$265 Million2.47% of portfolio