Vista Wealth Management Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 3,021,489 shares of DFAR stock, worth $70.9 Million. This represents 4.72% of its overall portfolio holdings.

Number of Shares

3,021,489

Previous 2,949,846 2.43%

Holding current value

$70.9 Million

Previous $75.6 Million 7.04%

% of portfolio

4.72%

Previous 5.23%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$22.72 - $25.76 $1.63 Million - $1.85 Million	71,643 Added 2.43%	3,021,489 $70.3 Million
Q3 2024 Nov 06, 2024	BUY	$21.91 - $26.03 $7,011 - $8,329	320 Added 0.01%	2,949,846 $75.6 Million
Q2 2024 Jul 30, 2024	BUY	$20.41 - $22.23 $19.5 Million - $21.3 Million	956,688 Added 48.01%	2,949,526 $65.2 Million
Q1 2024 Apr 29, 2024	BUY	$21.28 - $22.96 $38.8 Million - $41.9 Million	1,823,470 Added 1076.63%	1,992,838 $44.6 Million
Q4 2023 Feb 12, 2024	SELL	$18.45 - $23.08 $311,805 - $390,052	-16,900 Reduced 9.07%	169,368 $3.85 Million
Q3 2023 Nov 14, 2023	SELL	$19.26 - $22.35 $284,951 - $330,668	-14,795 Reduced 7.36%	186,268 $3.64 Million
Q2 2023 Aug 02, 2023	SELL	$20.22 - $21.63 $204,545 - $218,809	-10,116 Reduced 4.79%	201,063 $4.33 Million
Q1 2023 May 04, 2023	BUY	$19.83 - $23.92 $969,389 - $1.17 Million	48,885 Added 30.12%	211,179 $4.54 Million
Q4 2022 Feb 07, 2023	SELL	$19.45 - $22.52 $1.31 Million - $1.51 Million	-67,218 Reduced 29.29%	162,294 $3.43 Million
Q3 2022 Oct 25, 2022	BUY	$20.34 - $25.89 $3.7 Million - $4.72 Million	182,135 Added 384.44%	229,512 $4.58 Million
Q2 2022 Jul 14, 2022	BUY	$21.92 - $28.24 $1.04 Million - $1.34 Million	47,377 New	47,377 $1.09 Million

Others Institutions Holding DFAR

# of Institutions

220

Shares Held

35.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Vista Wealth Management Group, LLC Dimensional ETF Tr Dimensional Transaction History