Vista Wealth Management Group, LLC Dimensional ETF Tr U S Small C 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 U S Small C stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 722,632 shares of DFAS stock, worth $48.6 Million. This represents 3.24% of its overall portfolio holdings.

Number of Shares

722,632

Previous 713,921 1.22%

Holding current value

$48.6 Million

Previous $42.9 Million 9.27%

% of portfolio

3.24%

Previous 3.25%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$59.25 - $65.33 $516,126 - $569,089	8,711 Added 1.22%	722,632 $46.9 Million
Q2 2024 Jul 30, 2024	BUY	$57.42 - $62.37 $1.36 Million - $1.47 Million	23,618 Added 3.42%	713,921 $42.9 Million
Q1 2024 Apr 29, 2024	BUY	$56.66 - $62.34 $1.85 Million - $2.04 Million	32,739 Added 4.98%	690,303 $43 Million
Q4 2023 Feb 12, 2024	BUY	$48.83 - $60.51 $2.27 Million - $2.81 Million	46,512 Added 7.61%	657,564 $39.2 Million
Q3 2023 Nov 14, 2023	BUY	$51.84 - $57.67 $1.44 Million - $1.61 Million	27,863 Added 4.78%	611,052 $32.1 Million
Q2 2023 Aug 02, 2023	BUY	$49.85 - $54.8 $1.92 Million - $2.11 Million	38,552 Added 7.08%	583,189 $32 Million
Q1 2023 May 04, 2023	BUY	$50.35 - $57.8 $1.87 Million - $2.15 Million	37,146 Added 7.32%	544,637 $28.7 Million
Q4 2022 Feb 07, 2023	BUY	$47.77 - $54.73 $947,804 - $1.09 Million	19,841 Added 4.07%	507,491 $26 Million
Q3 2022 Oct 25, 2022	BUY	$46.47 - $55.84 $850,819 - $1.02 Million	18,309 Added 3.9%	487,650 $24.3 Million
Q2 2022 Jul 14, 2022	SELL	$46.65 - $56.4 $460,295 - $556,498	-9,867 Reduced 2.06%	469,341 $22.6 Million
Q1 2022 May 04, 2022	BUY	$53.45 - $60.82 $2.01 Million - $2.29 Million	37,618 Added 8.52%	479,208 $26.9 Million
Q4 2021 Jan 19, 2022	BUY	$56.67 - $63.93 $1.16 Million - $1.31 Million	20,416 Added 4.85%	441,590 $26.5 Million
Q3 2021 Nov 02, 2021	BUY	$54.69 - $59.43 $798,856 - $868,094	14,607 Added 3.59%	421,174 $24.2 Million
Q2 2021 Jul 27, 2021	BUY	$56.37 - $58.95 $22.9 Million - $24 Million	406,567 New	406,567 $23.7 Million

Others Institutions Holding DFAS

# of Institutions

687

Shares Held

107M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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Vista Wealth Management Group, LLC Dimensional ETF Tr U S Small C Transaction History