Vista Capital Partners, Inc. Dimensional ETF Tr U S Target Transaction History
Vista Capital Partners, Inc.
- $5.49 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
679Shares Held
158MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$815 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.78MShares$506 Million9.32% of portfolio
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Index Fund Advisors, Inc.7.37MShares$425 Million22.37% of portfolio
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Savant Capital, LLC5.19MShares$299 Million2.46% of portfolio