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 231,114 shares of DFSV stock, worth $7.26 Million. This represents 4.26% of its overall portfolio holdings.

Number of Shares

231,114

Previous 192,657 19.96%

Holding current value

$7.26 Million

Previous $5.67 Billion 29.78%

% of portfolio

4.26%

Previous 3.88%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$29.2 - $32.74 $1.12 Million - $1.26 Million	38,457 Added 19.96%	231,114 $7.36 Billion
Q2 2025 Jul 16, 2025	BUY	$24.21 - $29.47 $1.04 Million - $1.26 Million	42,834 Added 28.59%	192,657 $5.67 Billion
Q1 2025 Apr 30, 2025	BUY	$27.56 - $32.1 $964,848 - $1.12 Million	35,009 Added 30.49%	149,823 $4.22 Billion
Q4 2024 Jan 27, 2025	BUY	$30.18 - $33.87 $512,426 - $575,078	16,979 Added 17.35%	114,814 $3.53 Billion
Q3 2024 Nov 04, 2024	BUY	$28.25 - $31.7 $373,691 - $419,327	13,228 Added 15.63%	97,835 $3.01 Billion

Q2 2024 Aug 09, 2024	BUY	$27.81 - $30.13 $2.35 Million - $2.55 Million	84,607 New	84,607 $2.43 Billion

Others Institutions Holding DFSV

# of Institutions

496

Shares Held

140M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Vestia Personal Wealth Advisors Dimensional ETF Tr Dimensional Transaction History