Vestia Personal Wealth Advisors Dimensional ETF Tr Transaction History
Vestia Personal Wealth Advisors
- $93.7 Billion
- Q2 2024
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 238,666 shares of DFIV stock, worth $8.73 Million. This represents 9.15% of its overall portfolio holdings.
Number of Shares
238,666Holding current value
$8.73 Million% of portfolio
9.15%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
536Shares Held
185MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$611 Million1.52% of portfolio
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Envestnet Asset Management Inc14.7MShares$536 Million0.19% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$409 Million4.47% of portfolio
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Savant Capital, LLC7.26MShares$266 Million2.57% of portfolio
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Northern Trust Corp Chicago, IL6.7MShares$245 Million0.04% of portfolio