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
Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$850 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$828 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$262 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$229 Million4.33% of portfolio
-
Alesco Advisors LLC Pittsford, NY2.64MShares$85.3 Million2.75% of portfolio