Vista Wealth Management Group, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 74,190 shares of DFAE stock, worth $2.18 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

74,190

Previous 78,661 5.68%

Holding current value

$2.18 Million

Previous $1.99 Million 3.71%

% of portfolio

0.13%

Previous 0.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$24.64 - $26.86 $110,165 - $120,091	-4,471 Reduced 5.68%	74,190 $1.92 Million
Q3 2024 Nov 06, 2024	SELL	$24.46 - $27.82 $97,742 - $111,168	-3,996 Reduced 4.83%	78,661 $2.16 Million
Q2 2024 Jul 30, 2024	SELL	$24.03 - $26.3 $175,298 - $191,858	-7,295 Reduced 8.11%	82,657 $2.14 Million
Q1 2024 Apr 29, 2024	SELL	$22.74 - $24.88 $29,857 - $32,667	-1,313 Reduced 1.44%	89,952 $2.22 Million
Q3 2023 Nov 14, 2023	SELL	$22.43 - $24.83 $1,076 - $1,191	-48 Reduced 0.05%	91,265 $2.06 Million
Q2 2023 Aug 02, 2023	SELL	$22.38 - $24.3 $324,330 - $352,155	-14,492 Reduced 13.7%	91,313 $2.14 Million
Q1 2023 May 04, 2023	BUY	$21.78 - $24.36 $6,011 - $6,723	276 Added 0.26%	105,805 $2.44 Million
Q4 2022 Feb 07, 2023	SELL	$19.67 - $22.73 $4.3 Million - $4.97 Million	-218,614 Reduced 67.44%	105,529 $2.32 Million
Q3 2022 Oct 25, 2022	BUY	$20.09 - $23.68 $4.27 Million - $5.04 Million	212,756 Added 191.01%	324,143 $6.38 Million
Q2 2022 Jul 14, 2022	BUY	$22.9 - $27.06 $2.55 Million - $3.01 Million	111,387 New	111,387 $2.49 Million

Others Institutions Holding DFAE

# of Institutions

586

Shares Held

166M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Vista Wealth Management Group, LLC Dimensional ETF Tr Transaction History