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 $428,833. This represents 0.53% of its overall portfolio holdings.
Number of Shares
11,992
Previous 11,992
-0.0%
Holding current value
$428,833
Previous $411,000
0.73%
% of portfolio
0.53%
Previous 0.7%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,006Shares Held
777MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.02 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$650 Million0.26% of portfolio