Vestia Personal Wealth Advisors Dimensional ETF Tr Dimensional Transaction History

Vestia Personal Wealth Advisors

$173 Billion
Q3 2025

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 55,114 shares of DFIS stock, worth $1.73 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

55,114

Previous 49,214 11.99%

Holding current value

$1.73 Million

Previous $1.47 Billion 18.71%

% of portfolio

1.01%

Previous 1.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$29.65 - $31.77 $174,935 - $187,443	5,900 Added 11.99%	55,114 $1.74 Billion
Q2 2025 Jul 16, 2025	BUY	$23.2 - $29.84 $111,522 - $143,440	4,807 Added 10.82%	49,214 $1.47 Billion
Q1 2025 Apr 30, 2025	BUY	$23.92 - $26.89 $35,832 - $40,281	1,498 Added 3.49%	44,407 $1.15 Billion
Q4 2024 Jan 27, 2025	BUY	$24.25 - $26.7 $186,797 - $205,670	7,703 Added 21.88%	42,909 $1.05 Billion
Q3 2024 Nov 04, 2024	BUY	$24.06 - $26.97 $80,745 - $90,511	3,356 Added 10.54%	35,206 $945 Million

Q2 2024 Aug 09, 2024	BUY	$24.08 - $25.86 $766,948 - $823,641	31,850 New	31,850 $784 Million

Others Institutions Holding DFIS

# of Institutions

287

Shares Held

114M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vestia Personal Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Vestia Personal Wealth Advisors with notifications on news.

Account

Vestia Personal Wealth Advisors Dimensional ETF Tr Dimensional Transaction History