Vestia Personal Wealth Advisors Dimensional ETF Tr Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 35,748 shares of DFAU stock, worth $1.44 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
35,748
Previous 35,856
0.3%
Holding current value
$1.44 Million
Previous $1.42 Billion
1.71%
% of portfolio
1.19%
Previous 1.34%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$79.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.13 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$199 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$167 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$147 Million1.81% of portfolio