Vista Wealth Management Group, LLC Dimensional ETF Tr Dimensional Transaction History
Vista Wealth Management Group, LLC
- $1.47 Billion
- Q1 2025
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 6,458,111 shares of DIHP stock, worth $193 Million. This represents 11.85% of its overall portfolio holdings.
Number of Shares
6,458,111
Previous 6,336,492
1.92%
Holding current value
$193 Million
Previous $160 Million
8.78%
% of portfolio
11.85%
Previous 10.75%
Shares
13 transactions
Others Institutions Holding DIHP
# of Institutions
292Shares Held
149MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$769 Million1.57% of portfolio
-
Envestnet Asset Management Inc25.3MShares$753 Million0.23% of portfolio
-
Savant Capital, LLC23.9MShares$714 Million4.6% of portfolio
-
Forum Financial Management, LP Lombard, IL6MShares$179 Million3.07% of portfolio
-
Carlson Capital Management3.91MShares$117 Million7.18% of portfolio