Vestia Personal Wealth Advisors Dimensional ETF Tr U S Target Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 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 199,996 shares of DFAT stock, worth $11.1 Million. This represents 10.48% of its overall portfolio holdings.
Number of Shares
199,996
Previous 199,830
0.08%
Holding current value
$11.1 Million
Previous $10.4 Billion
7.34%
% of portfolio
10.48%
Previous 11.06%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$788 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$693 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$489 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$411 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$289 Million2.46% of portfolio