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 75,535 shares of DISV stock, worth $2.71 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
75,535
Previous 68,974
9.51%
Holding current value
$2.71 Million
Previous $2.27 Billion
18.77%
% of portfolio
1.56%
Previous 1.55%
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
391Shares Held
82.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$212 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$211 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio