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 1,992,838 shares of DFAR stock, worth $44 Million. This represents 3.51% of its overall portfolio holdings.

Number of Shares

1,992,838

Previous 169,368 1076.63%

Holding current value

$44 Million

Previous $3.85 Million 1057.6%

% of portfolio

3.51%

Previous 0.34%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$21.28 - $22.96 $38.8 Million - $41.9 Million	1,823,470 Added 1076.63%	1,992,838 $44.6 Million
Q4 2023 Feb 12, 2024	SELL	$18.45 - $23.08 $311,805 - $390,052	-16,900 Reduced 9.07%	169,368 $3.85 Million
Q3 2023 Nov 14, 2023	SELL	$19.26 - $22.35 $284,951 - $330,668	-14,795 Reduced 7.36%	186,268 $3.64 Million
Q2 2023 Aug 02, 2023	SELL	$20.22 - $21.63 $204,545 - $218,809	-10,116 Reduced 4.79%	201,063 $4.33 Million
Q1 2023 May 04, 2023	BUY	$19.83 - $23.92 $969,389 - $1.17 Million	48,885 Added 30.12%	211,179 $4.54 Million

Q4 2022 Feb 07, 2023	SELL	$20.75 - $22.52 $1.39 Million - $1.51 Million	-67,218 Reduced 29.29%	162,294 $3.43 Million
Q3 2022 Oct 25, 2022	BUY	$21.42 - $25.89 $3.9 Million - $4.72 Million	182,135 Added 384.44%	229,512 $4.58 Million
Q2 2022 Jul 14, 2022	BUY	$21.92 - $28.24 $1.04 Million - $1.34 Million	47,377 New	47,377 $1.09 Million

Others Institutions Holding DFAR

# of Institutions

197

Shares Held

29.7M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Vista Wealth Management Group, LLC Dimensional ETF Tr Dimensional Transaction History