Vista Finance, LLC Dimensional ETF Tr U S Core Eq Transaction History
Vista Finance, LLC
- $77.7 Million
- Q4 2024
A detailed history of Vista Finance, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Vista Finance, LLC holds 11,992 shares of DFAC stock, worth $396,935. This represents 0.53% of its overall portfolio holdings.
Number of Shares
11,992
Previous 11,992
-0.0%
Holding current value
$396,935
Previous $411,000
0.73%
% of portfolio
0.53%
Previous 0.7%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,063Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.9 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.54 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.24 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.23 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$601 Million0.26% of portfolio