Vista Wealth Management Group, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 51,797 shares of DFUV stock, worth $2.03 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
51,797
Previous 68,767
24.68%
Holding current value
$2.03 Million
Previous $2.56 Million
17.23%
% of portfolio
0.17%
Previous 0.23%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
592Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$941 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$650 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$569 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$430 Million0.71% of portfolio