Vestia Personal Wealth Advisors DIMENSIONAL GLOBAL REAL ESTATE ETF Transaction History

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 2024
Number of Shares
44,617
Previous 35,999 23.94%
Holding current value
$1.14 Billion
Previous $1.04 Billion 9.67%
% of portfolio
0.94%
Previous 0.98%

Shares

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

Jan 27, 2025
BUY
N/A
8,618 Added 23.94%
44,617 $1.14 Billion
Q3 2024

Nov 04, 2024
BUY
N/A
213 Added 0.6%
35,999 $1.04 Billion
Q2 2024

Aug 09, 2024
BUY
N/A
35,786 New
35,786 $894 Million
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