Vista Wealth Management Group, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 72,082 shares of DFIV stock, worth $2.68 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
72,082
Previous 72,303
0.31%
Holding current value
$2.68 Million
Previous $2.75 Million
7.16%
% of portfolio
0.17%
Previous 0.19%
Shares
14 transactions
Others Institutions Holding DFIV
# of Institutions
570Shares Held
196MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$721 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$704 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$415 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$308 Million2.39% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$251 Million0.04% of portfolio