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 $1.87 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
45,063
Previous 37,647
19.7%
Holding current value
$1.87 Million
Previous $1.62 Billion
14.61%
% of portfolio
1.53%
Previous 1.53%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
342Shares Held
3.53BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Truepoint, Inc.10.5MShares$435 Million12.4% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
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Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.48MShares$103 Million13.14% of portfolio