Vestia Personal Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Vestia Personal Wealth Advisors
- $197 Billion
- Q4 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 280,061 shares of DFSV stock, worth $8.79 Million. This represents 5.05% of its overall portfolio holdings.
Number of Shares
280,061
Previous 231,114
21.18%
Holding current value
$8.79 Million
Previous $7.36 Billion
35.11%
% of portfolio
5.05%
Previous 4.26%
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
515Shares Held
143MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.62MShares$208 Million2.18% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Ritholtz Wealth Management3.62MShares$114 Million2.17% of portfolio