Vista Wealth Management Group, LLC Dimensional ETF Tr Dimensional Transaction History
Vista Wealth Management Group, LLC
- $1.45 Billion
- Q3 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 6,048,287 shares of DIHP stock, worth $155 Million. This represents 11.58% of its overall portfolio holdings.
Number of Shares
6,048,287
Previous 5,921,256
2.15%
Holding current value
$155 Million
Previous $156 Million
7.5%
% of portfolio
11.58%
Previous 11.81%
Shares
11 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$575 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$568 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$217 Million2.0% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$154 Million3.18% of portfolio
-
Carlson Capital Management3.9MShares$99.9 Million7.7% of portfolio