Vista Wealth Management Group, LLC Dimensional ETF Tr U S Target 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 U S Target stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 287,988 shares of DFAT stock, worth $16.6 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

287,988

Previous 293,508 1.88%

Holding current value

$16.6 Million

Previous $16.3 Million 1.83%

% of portfolio

1.08%

Previous 1.13%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$54.54 - $61.04 $301,060 - $336,940	-5,520 Reduced 1.88%	287,988 $16 Million
Q3 2024 Nov 06, 2024	SELL	$51.0 - $57.07 $177,531 - $198,660	-3,481 Reduced 1.17%	293,508 $16.3 Million
Q2 2024 Jul 30, 2024	SELL	$50.18 - $54.47 $166,145 - $180,350	-3,311 Reduced 1.1%	296,989 $15.4 Million
Q1 2024 Apr 29, 2024	SELL	$49.45 - $54.43 $380,765 - $419,111	-7,700 Reduced 2.5%	300,300 $16.3 Million
Q4 2023 Feb 12, 2024	SELL	$42.71 - $53.09 $190,870 - $237,259	-4,469 Reduced 1.43%	308,000 $16.1 Million
Q3 2023 Nov 14, 2023	SELL	$45.07 - $49.71 $315,670 - $348,168	-7,004 Reduced 2.19%	312,469 $14.3 Million
Q2 2023 Aug 02, 2023	SELL	$41.44 - $46.39 $456,254 - $510,753	-11,010 Reduced 3.33%	319,473 $14.8 Million
Q1 2023 May 04, 2023	SELL	$42.38 - $49.75 $319,036 - $374,518	-7,528 Reduced 2.23%	330,483 $14.7 Million
Q4 2022 Feb 07, 2023	SELL	$40.24 - $46.91 $454,792 - $530,176	-11,302 Reduced 3.24%	338,011 $14.9 Million
Q3 2022 Oct 25, 2022	SELL	$38.84 - $46.6 $28,430 - $34,111	-732 Reduced 0.21%	349,313 $14.8 Million
Q2 2022 Jul 14, 2022	SELL	$39.72 - $47.15 $464,326 - $551,183	-11,690 Reduced 3.23%	350,045 $14 Million
Q1 2022 May 04, 2022	SELL	$44.35 - $48.64 $636,289 - $697,838	-14,347 Reduced 3.81%	361,735 $16.9 Million
Q4 2021 Jan 19, 2022	SELL	$44.48 - $49.36 $1.07 Million - $1.19 Million	-24,050 Reduced 6.01%	376,082 $17.9 Million
Q3 2021 Nov 02, 2021	SELL	$41.66 - $45.84 $1.32 Million - $1.45 Million	-31,725 Reduced 7.35%	400,132 $17.8 Million
Q2 2021 Jul 27, 2021	BUY	$43.52 - $46.03 $18.8 Million - $19.9 Million	431,857 New	431,857 $19.3 Million

Others Institutions Holding DFAT

# of Institutions

681

Shares Held

159M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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Vista Wealth Management Group, LLC Dimensional ETF Tr U S Target Transaction History