Vista Wealth Management Group, LLC Dimensional ETF Tr Transaction History
Vista Wealth Management Group, LLC
- $1.27 Billion
- Q1 2024
A detailed history of Vista Wealth Management Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 89,952 shares of DFAE stock, worth $2.37 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
89,952
Previous 91,265
1.44%
Holding current value
$2.37 Million
Previous $2.2 Million
1.05%
% of portfolio
0.17%
Previous 0.19%
Shares
7 transactions
Others Institutions Holding DFAE
# of Institutions
426Shares Held
119MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$334 Million1.22% of portfolio
-
Ubs Group Ag5.12MShares$135 Million0.03% of portfolio
-
Envestnet Asset Management Inc4.33MShares$114 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.9MShares$103 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.66MShares$96.4 Million0.26% of portfolio