Vista Wealth Management Group, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 74,190 shares of DFAE stock, worth $1.85 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
74,190
Previous 78,661 5.68%
Holding current value
$1.85 Million
Previous $1.99 Million 3.71%
% of portfolio
0.13%
Previous 0.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$24.64 - $26.86 $110,165 - $120,091
-4,471 Reduced 5.68%
74,190 $1.92 Million
Q3 2024

Nov 06, 2024
SELL
$24.46 - $27.82 $97,742 - $111,168
-3,996 Reduced 4.83%
78,661 $2.16 Million
Q2 2024

Jul 30, 2024
SELL
$24.03 - $26.3 $175,298 - $191,858
-7,295 Reduced 8.11%
82,657 $2.14 Million
Q1 2024

Apr 29, 2024
SELL
$22.74 - $24.88 $29,857 - $32,667
-1,313 Reduced 1.44%
89,952 $2.22 Million
Q3 2023

Nov 14, 2023
SELL
$22.43 - $24.83 $1,076 - $1,191
-48 Reduced 0.05%
91,265 $2.06 Million
Q2 2023

Aug 02, 2023
SELL
$22.38 - $24.3 $324,330 - $352,155
-14,492 Reduced 13.7%
91,313 $2.14 Million
Q1 2023

May 04, 2023
BUY
$21.78 - $24.36 $6,011 - $6,723
276 Added 0.26%
105,805 $2.44 Million
Q4 2022

Feb 07, 2023
SELL
$19.67 - $22.73 $4.3 Million - $4.97 Million
-218,614 Reduced 67.44%
105,529 $2.32 Million
Q3 2022

Oct 25, 2022
BUY
$20.09 - $23.68 $4.27 Million - $5.04 Million
212,756 Added 191.01%
324,143 $6.38 Million
Q2 2022

Jul 14, 2022
BUY
$22.9 - $27.06 $2.55 Million - $3.01 Million
111,387 New
111,387 $2.49 Million

Others Institutions Holding DFAE

# of Institutions
539
Shares Held
168M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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