Vestia Personal Wealth Advisors Dimensional ETF Tr Core Fxd In Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 45,063 shares of DFCF stock, worth $1.9 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
45,063
Previous 37,647
19.7%
Holding current value
$1.9 Million
Previous $1.62 Billion
14.61%
% of portfolio
1.53%
Previous 1.53%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
403Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$488 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$469 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio