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

Vista Wealth Management Group, LLC

$1.47 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFAR

# of Institutions

254

Shares Held

41.8M

Call Options Held

1.9K

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

2.34M
Shares

$53.6 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

2.01M
Shares

$46.2 Million
11.74% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.68M
Shares

$38.5 Million
3.61% of portfolio
Bridgeworth, LLC Birmingham, AL

1.33M
Shares

$30.4 Million
2.99% of portfolio
Ram Investment Partners, LLC Bellevue, WA

1.22M
Shares

$28 Million
7.16% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Wealth Management Group, LLC with notifications on news.