Vista Wealth Management Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 6,691,202 shares of DUHP stock, worth $216 Million. This represents 16.65% of its overall portfolio holdings.

Number of Shares
6,691,202
Previous 6,704,428 0.2%
Holding current value
$216 Million
Previous $192 Million 10.27%
% of portfolio
16.65%
Previous 16.9%

Shares

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

Apr 29, 2024
SELL
$28.16 - $31.61 $372,444 - $418,073
-13,226 Reduced 0.2%
6,691,202 $212 Million
Q4 2023

Feb 12, 2024
BUY
$24.79 - $28.64 $2.86 Million - $3.3 Million
115,168 Added 1.75%
6,704,428 $192 Million
Q3 2023

Nov 14, 2023
BUY
$25.64 - $27.32 $1.56 Million - $1.67 Million
60,964 Added 0.93%
6,589,260 $169 Million
Q2 2023

Aug 02, 2023
BUY
$24.51 - $26.54 $2.27 Million - $2.46 Million
92,597 Added 1.44%
6,528,296 $173 Million
Q1 2023

May 04, 2023
SELL
$23.91 - $25.61 $6.4 Million - $6.85 Million
-267,625 Reduced 3.99%
6,435,699 $162 Million
Q4 2022

Feb 07, 2023
BUY
$22.82 - $25.35 $18.5 Million - $20.5 Million
809,099 Added 13.73%
6,703,324 $161 Million
Q3 2022

Oct 25, 2022
SELL
$21.92 - $25.56 $10.3 Million - $12 Million
-469,844 Reduced 7.38%
5,894,225 $135 Million
Q2 2022

Jul 14, 2022
BUY
$21.86 - $26.49 $28.4 Million - $34.4 Million
1,300,428 Added 25.68%
6,364,069 $145 Million
Q1 2022

May 04, 2022
BUY
$24.43 - $26.86 $124 Million - $136 Million
5,063,641 New
5,063,641 $133 Million

Others Institutions Holding DUHP

# of Institutions
268
Shares Held
163M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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