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 $201 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
$201 Million
Previous $160 Million
8.78%
% of portfolio
11.85%
Previous 10.75%
Shares
13 transactions
Others Institutions Holding DIHP
# of Institutions
320Shares Held
141MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO28.4MShares$884 Million1.47% of portfolio
-
Savant Capital, LLC25.4MShares$791 Million4.33% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$193 Million2.94% of portfolio
-
Sequoia Financial Advisors, LLC4.88MShares$152 Million1.01% of portfolio
-
Carlson Capital Management3.91MShares$122 Million7.18% of portfolio