Vestia Personal Wealth Advisors Dimensional ETF Tr U S Equity Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 65,686 shares of DFUS stock, worth $4.25 Million. This represents 3.85% of its overall portfolio holdings.
Number of Shares
65,686
Previous 64,152
2.39%
Holding current value
$4.25 Million
Previous $3.78 Billion
8.22%
% of portfolio
3.85%
Previous 4.03%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$566 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$515 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$379 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$266 Million0.08% of portfolio