Vista Wealth Management Group, LLC Dimensional ETF Tr Transaction History

Vista Wealth Management Group, LLC

  • $1.27 Billion
  • Q1 2024

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 73,286 shares of DFIV stock, worth $2.68 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
73,286
Previous 73,582 0.4%
Holding current value
$2.68 Million
Previous $2.53 Million 6.53%
% of portfolio
0.21%
Previous 0.22%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$33.15 - $36.75 $9,812 - $10,878
-296 Reduced 0.4%
73,286 $2.69 Million
Q4 2023

Feb 12, 2024
SELL
$30.86 - $34.46 $12,652 - $14,128
-410 Reduced 0.55%
73,582 $2.53 Million
Q3 2023

Nov 14, 2023
SELL
$32.1 - $34.42 $1,765 - $1,893
-55 Reduced 0.07%
73,992 $2.41 Million
Q2 2023

Aug 02, 2023
SELL
$31.45 - $33.77 $137,530 - $147,676
-4,373 Reduced 5.58%
74,047 $2.43 Million
Q1 2023

May 04, 2023
SELL
$30.43 - $33.38 $608 - $667
-20 Reduced 0.03%
78,420 $2.53 Million
Q4 2022

Feb 07, 2023
SELL
$28.34 - $31.1 $821 - $901
-29 Reduced 0.04%
78,440 $2.38 Million
Q3 2022

Oct 25, 2022
SELL
$26.42 - $30.57 $1,241 - $1,436
-47 Reduced 0.06%
78,469 $2.14 Million
Q2 2022

Jul 14, 2022
SELL
$28.66 - $33.84 $166,142 - $196,170
-5,797 Reduced 6.88%
78,516 $2.18 Million
Q1 2022

May 04, 2022
SELL
$30.75 - $35.49 $51,198 - $59,090
-1,665 Reduced 1.94%
84,313 $2.82 Million
Q4 2021

Jan 19, 2022
SELL
$31.61 - $34.21 $222,155 - $240,427
-7,028 Reduced 7.56%
85,978 $2.82 Million
Q3 2021

Nov 02, 2021
BUY
$32.25 - $33.65 $3 Million - $3.13 Million
93,006 New
93,006 $3.05 Million

Others Institutions Holding DFIV

# of Institutions
508
Shares Held
168M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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