Vista Wealth Management Group, LLC Dimensional ETF Tr U S Target 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 U S Target stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 283,406 shares of DFAT stock, worth $16.3 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

283,406

Previous 287,988 1.59%

Holding current value

$16.3 Million

Previous $16 Million 8.97%

% of portfolio

0.99%

Previous 1.08%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$50.44 - $58.1 $231,116 - $266,214	-4,582 Reduced 1.59%	283,406 $14.6 Million
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

800

Shares Held

172M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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 U S Target Transaction History