Vista Wealth Management Group, LLC Dimensional ETF Tr Dimensional Transaction History
Vista Wealth Management Group, LLC
- $1.49 Billion
- Q4 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 6,336,492 shares of DIHP stock, worth $173 Million. This represents 10.75% of its overall portfolio holdings.
Number of Shares
6,336,492
Previous 6,048,287
4.77%
Holding current value
$173 Million
Previous $168 Million
4.54%
% of portfolio
10.75%
Previous 11.58%
Shares
12 transactions
Others Institutions Holding DIHP
# of Institutions
246Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$651 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$607 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$422 Million3.18% of portfolio
-
Forum Financial Management, LP Lombard, IL6.12MShares$167 Million3.11% of portfolio
-
Carlson Capital Management3.91MShares$107 Million7.18% of portfolio