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

Vista Wealth Management Group, LLC

  • $1.45 Billion
  • Q3 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 2,949,846 shares of DFAR stock, worth $68.3 Million. This represents 5.23% of its overall portfolio holdings.

Number of Shares
2,949,846
Previous 2,949,526 0.01%
Holding current value
$68.3 Million
Previous $65.2 Million 16.03%
% of portfolio
5.23%
Previous 4.94%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
218
Shares Held
35.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFAR Quotes by TradingView
  • Ticker DFAR
  • Sector ETFs
  • Industry ETFs
More about DFAR
Track This Portfolio

Track Vista Wealth Management Group, LLC Portfolio

Follow Vista Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email