Vista Wealth Management Group, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 72,093 shares of DFIV stock, worth $2.88 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
72,093
Previous 72,082
0.02%
Holding current value
$2.88 Million
Previous $2.56 Million
10.99%
% of portfolio
0.19%
Previous 0.17%
Shares
15 transactions
Others Institutions Holding DFIV
# of Institutions
646Shares Held
215MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$817 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$710 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$446 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$331 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$280 Million0.17% of portfolio