Vestia Personal Wealth Advisors Dimensional ETF Tr Transaction History

Vestia Personal Wealth Advisors

$173 Billion
Q3 2025

A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 347,881 shares of DFIV stock, worth $16.7 Million. This represents 9.3% of its overall portfolio holdings.

Number of Shares

347,881

Previous 330,962 5.11%

Holding current value

$16.7 Million

Previous $14.2 Billion 13.19%

% of portfolio

9.3%

Previous 9.71%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$42.66 - $46.53 $721,764 - $787,241	16,919 Added 5.11%	347,881 $16 Billion
Q2 2025 Jul 16, 2025	BUY	$34.67 - $43.21 $1.55 Million - $1.93 Million	44,698 Added 15.61%	330,962 $14.2 Billion
Q1 2025 Apr 30, 2025	BUY	$35.33 - $40.77 $507,126 - $585,212	14,354 Added 5.28%	286,264 $11.3 Billion
Q4 2024 Jan 27, 2025	BUY	$34.86 - $37.97 $999,854 - $1.09 Million	28,682 Added 11.79%	271,910 $9.65 Billion
Q3 2024 Nov 04, 2024	BUY	$34.66 - $38.38 $158,118 - $175,089	4,562 Added 1.91%	243,228 $9.26 Billion

Q2 2024 Aug 09, 2024	BUY	$35.5 - $38.02 $8.47 Million - $9.07 Million	238,666 New	238,666 $8.58 Billion

Others Institutions Holding DFIV

# of Institutions

792

Shares Held

258M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Vestia Personal Wealth Advisors Dimensional ETF Tr Transaction History