Vestia Personal Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 323,957 shares of DFIC stock, worth $8.41 Million. This represents 8.58% of its overall portfolio holdings.
Number of Shares
323,957
Previous 297,105
9.04%
Holding current value
$8.41 Million
Previous $7.81 Billion
16.68%
% of portfolio
8.58%
Previous 8.33%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$701 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$668 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$409 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$153 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$126 Million17.02% of portfolio