Vestia Personal Wealth Advisors DIMENSIONAL US LARGE CAP VALUE ETF Transaction History

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 2024
Number of Shares
35,478
Previous 27,132 30.76%
Holding current value
$1.07 Billion
Previous $836 Million 27.45%
% of portfolio
0.88%
Previous 0.79%

Shares

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

Jan 27, 2025
BUY
N/A
8,346 Added 30.76%
35,478 $1.07 Billion
Q3 2024

Nov 04, 2024
BUY
N/A
2,654 Added 10.84%
27,132 $836 Million
Q2 2024

Aug 09, 2024
BUY
N/A
24,478 New
24,478 $708 Million
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