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 210,492 shares of DFAI stock, worth $7.16 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

210,492

Previous 213,776 1.54%

Holding current value

$7.16 Million

Previous $6.24 Million 5.3%

% of portfolio

0.45%

Previous 0.42%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$28.88 - $32.4 $94,841 - $106,401	-3,284 Reduced 1.54%	210,492 $6.57 Million
Q4 2024 Jan 27, 2025	SELL	$29.0 - $31.6 $64,293 - $70,057	-2,217 Reduced 1.03%	213,776 $6.24 Million
Q3 2024 Nov 06, 2024	SELL	$28.69 - $32.06 $477,229 - $533,286	-16,634 Reduced 7.15%	215,993 $6.86 Million
Q2 2024 Jul 30, 2024	SELL	$28.93 - $30.91 $313,514 - $334,971	-10,837 Reduced 4.45%	232,627 $6.9 Million
Q1 2024 Apr 29, 2024	SELL	$27.74 - $30.27 $648,921 - $708,106	-23,393 Reduced 8.77%	243,464 $7.36 Million
Q4 2023 Feb 12, 2024	SELL	$24.88 - $28.69 $434,006 - $500,468	-17,444 Reduced 6.14%	266,857 $7.64 Million
Q3 2023 Nov 14, 2023	SELL	$26.0 - $28.17 $488,722 - $529,511	-18,797 Reduced 6.2%	284,301 $7.42 Million
Q2 2023 Aug 02, 2023	SELL	$26.46 - $28.05 $554,098 - $587,395	-20,941 Reduced 6.46%	303,098 $8.28 Million
Q1 2023 May 04, 2023	SELL	$25.21 - $27.45 $15,983 - $17,403	-634 Reduced 0.2%	324,039 $8.73 Million
Q4 2022 Feb 07, 2023	SELL	$21.47 - $25.85 $541,795 - $652,324	-25,235 Reduced 7.21%	324,673 $8.13 Million
Q3 2022 Oct 25, 2022	BUY	$21.44 - $25.78 $4.01 Million - $4.82 Million	187,077 Added 114.89%	349,908 $7.82 Million
Q2 2022 Jul 14, 2022	BUY	$23.87 - $28.49 $3.89 Million - $4.64 Million	162,831 New	162,831 $3.85 Million

Others Institutions Holding DFAI

# of Institutions

645

Shares Held

235M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Wealth Management Group, LLC with notifications on news.

Account

Vista Wealth Management Group, LLC Dimensional ETF Tr Transaction History