Vista Wealth Management Group, LLC Dimensional ETF Tr U S Core Eq Transaction History

Vista Wealth Management Group, LLC

$1.49 Billion
Q4 2024

A detailed history of Vista Wealth Management Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 1,670,455 shares of DFAC stock, worth $59.8 Million. This represents 3.88% of its overall portfolio holdings.

Number of Shares

1,670,455

Previous 1,688,997 1.1%

Holding current value

$59.8 Million

Previous $57.9 Million 0.2%

% of portfolio

3.88%

Previous 4.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$33.92 - $36.6 $628,944 - $678,637	-18,542 Reduced 1.1%	1,670,455 $57.8 Million
Q3 2024 Nov 06, 2024	SELL	$31.05 - $34.29 $488,323 - $539,278	-15,727 Reduced 0.92%	1,688,997 $57.9 Million
Q2 2024 Jul 30, 2024	SELL	$30.09 - $32.37 $1.02 Million - $1.1 Million	-33,970 Reduced 1.95%	1,704,724 $55 Million
Q1 2024 Apr 29, 2024	SELL	$28.62 - $31.95 $3.18 Million - $3.55 Million	-111,076 Reduced 6.0%	1,738,694 $55.6 Million
Q4 2023 Feb 12, 2024	SELL	$24.91 - $29.38 $184,284 - $217,353	-7,398 Reduced 0.4%	1,849,770 $54.1 Million
Q3 2023 Nov 14, 2023	SELL	$26.05 - $28.22 $1.34 Million - $1.45 Million	-51,341 Reduced 2.69%	1,857,168 $48.7 Million
Q2 2023 Aug 02, 2023	SELL	$24.86 - $27.15 $2.18 Million - $2.38 Million	-87,586 Reduced 4.39%	1,908,509 $51.8 Million
Q1 2023 May 04, 2023	SELL	$24.18 - $26.58 $349,908 - $384,639	-14,471 Reduced 0.72%	1,996,095 $50.9 Million
Q4 2022 Feb 07, 2023	SELL	$22.49 - $25.81 $486,526 - $558,347	-21,633 Reduced 1.06%	2,010,566 $48.8 Million
Q3 2022 Oct 25, 2022	SELL	$22.24 - $26.54 $252,713 - $301,574	-11,363 Reduced 0.56%	2,032,199 $48.3 Million
Q2 2022 Jul 14, 2022	SELL	$22.75 - $27.77 $1.19 Million - $1.46 Million	-52,502 Reduced 2.5%	2,043,562 $47.8 Million
Q1 2022 May 04, 2022	SELL	$25.76 - $29.21 $2.35 Million - $2.67 Million	-91,363 Reduced 4.18%	2,096,064 $57.8 Million
Q4 2021 Jan 19, 2022	SELL	$26.63 - $29.09 $1.3 Million - $1.42 Million	-48,788 Reduced 2.18%	2,187,427 $63.4 Million
Q3 2021 Nov 02, 2021	SELL	$26.06 - $27.9 $870,847 - $932,334	-33,417 Reduced 1.47%	2,236,215 $59.4 Million
Q2 2021 Jul 27, 2021	BUY	$25.92 - $26.98 $58.8 Million - $61.2 Million	2,269,632 New	2,269,632 $61.2 Million

Others Institutions Holding DFAC

# of Institutions

980

Shares Held

756M

Call Options Held

76K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
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Industry ETFs

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Vista Wealth Management Group, LLC Dimensional ETF Tr U S Core Eq Transaction History