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 70,721 shares of DFEV stock, worth $1.86 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
70,721
Previous 54,582
29.57%
Holding current value
$1.86 Million
Previous $1.55 Billion
19.32%
% of portfolio
1.53%
Previous 1.46%
Shares
3 transactions
Others Institutions Holding DFEV
# of Institutions
166Shares Held
20.4MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.48MShares$65.4 Million5.21% of portfolio
-
Ritholtz Wealth Management1.02MShares$26.8 Million0.79% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH1MShares$26.5 Million2.19% of portfolio
-
High Tower Advisors, LLC Chicago, IL988KShares$26 Million0.04% of portfolio
-
True Wealth Design, LLC Akron, OH786KShares$20.7 Million8.74% of portfolio