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 $188 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
$188 Million
Previous $160 Million
8.78%
% of portfolio
11.85%
Previous 10.75%
Shares
13 transactions
Others Institutions Holding DIHP
# of Institutions
282Shares Held
147MCall Options Held
0Put Options Held
100-
Envestnet Asset Management Inc25.3MShares$736 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO24.4MShares$710 Million1.53% of portfolio
-
Savant Capital, LLC23.9MShares$698 Million4.6% of portfolio
-
Forum Financial Management, LP Lombard, IL6MShares$175 Million3.07% of portfolio
-
Sequoia Financial Advisors, LLC4.38MShares$128 Million0.99% of portfolio