Vista Wealth Management Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 6,458,111 shares of DIHP stock, worth $180 Million. This represents 11.85% of its overall portfolio holdings.
Number of Shares
6,458,111
Previous 6,336,492
1.92%
Holding current value
$180 Million
Previous $160 Million
8.78%
% of portfolio
11.85%
Previous 10.75%
Shares
13 transactions
Others Institutions Holding DIHP
# of Institutions
253Shares Held
134MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.6MShares$629 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$620 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$431 Million3.18% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$167 Million3.07% of portfolio
-
Sequoia Financial Advisors, LLC4.32MShares$120 Million1.01% of portfolio