Vestia Personal Wealth Advisors Dimensional ETF Tr Emerging Mk Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 126,145 shares of DFEM stock, worth $3.39 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
126,145
Previous 104,930
20.22%
Holding current value
$3.39 Million
Previous $2.96 Billion
11.78%
% of portfolio
2.72%
Previous 2.79%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
417Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.4 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$439 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$159 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$138 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$128 Million3.4% of portfolio