Vestia Personal Wealth Advisors Dimensional ETF Tr Dimensional Transaction History

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 2024

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 57,513 shares of DISV stock, worth $1.57 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
57,513
Previous 42,990 33.78%
Holding current value
$1.57 Million
Previous $1.25 Billion 22.32%
% of portfolio
1.26%
Previous 1.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$26.18 - $28.77 $380,212 - $417,826
14,523 Added 33.78%
57,513 $1.53 Billion
Q3 2024

Nov 04, 2024
BUY
$26.06 - $29.18 $35,311 - $39,538
1,355 Added 3.25%
42,990 $1.25 Billion
Q2 2024

Aug 09, 2024
BUY
$26.23 - $28.56 $1.09 Million - $1.19 Million
41,635 New
41,635 $1.12 Billion

Others Institutions Holding DISV

# of Institutions
284
Shares Held
62.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
Track This Portfolio

Track Vestia Personal Wealth Advisors Portfolio

Follow Vestia Personal Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vestia Personal Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Vestia Personal Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email