Vestia Personal Wealth Advisors Dimensional ETF Tr Us Marketwi Transaction History
Vestia Personal Wealth Advisors
- $173 Billion
- Q3 2025
A detailed history of Vestia Personal Wealth Advisors transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 243,449 shares of DFUV stock, worth $11 Million. This represents 6.31% of its overall portfolio holdings.
Number of Shares
243,449
Previous 233,367
4.32%
Holding current value
$11 Million
Previous $9.87 Billion
10.29%
% of portfolio
6.31%
Previous 6.76%
Shares
6 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio