Vista Wealth Management Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Vista Wealth Management Group, LLC
- $1.47 Billion
- Q1 2025
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 1,623,446 shares of DFAC stock, worth $59.8 Million. This represents 3.65% of its overall portfolio holdings.
Number of Shares
1,623,446
Previous 1,670,455
2.81%
Holding current value
$59.8 Million
Previous $57.8 Million
7.34%
% of portfolio
3.65%
Previous 3.88%
Shares
16 transactions
Others Institutions Holding DFAC
# of Institutions
1,118Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.02 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$640 Million0.23% of portfolio