Vista Wealth Management Group, LLC Dimensional ETF Tr Transaction History

Vista Wealth Management Group, LLC

  • $1.49 Billion
  • Q4 2024

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 213,776 shares of DFAI stock, worth $6.5 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
213,776
Previous 215,993 1.03%
Holding current value
$6.5 Million
Previous $6.86 Million 9.06%
% of portfolio
0.42%
Previous 0.47%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$29.0 - $31.6 $64,293 - $70,057
-2,217 Reduced 1.03%
213,776 $6.24 Million
Q3 2024

Nov 06, 2024
SELL
$28.69 - $32.06 $477,229 - $533,286
-16,634 Reduced 7.15%
215,993 $6.86 Million
Q2 2024

Jul 30, 2024
SELL
$28.93 - $30.91 $313,514 - $334,971
-10,837 Reduced 4.45%
232,627 $6.9 Million
Q1 2024

Apr 29, 2024
SELL
$27.74 - $30.27 $648,921 - $708,106
-23,393 Reduced 8.77%
243,464 $7.36 Million
Q4 2023

Feb 12, 2024
SELL
$24.88 - $28.69 $434,006 - $500,468
-17,444 Reduced 6.14%
266,857 $7.64 Million
Q3 2023

Nov 14, 2023
SELL
$26.0 - $28.17 $488,722 - $529,511
-18,797 Reduced 6.2%
284,301 $7.42 Million
Q2 2023

Aug 02, 2023
SELL
$26.46 - $28.05 $554,098 - $587,395
-20,941 Reduced 6.46%
303,098 $8.28 Million
Q1 2023

May 04, 2023
SELL
$25.21 - $27.45 $15,983 - $17,403
-634 Reduced 0.2%
324,039 $8.73 Million
Q4 2022

Feb 07, 2023
SELL
$21.47 - $25.85 $541,795 - $652,324
-25,235 Reduced 7.21%
324,673 $8.13 Million
Q3 2022

Oct 25, 2022
BUY
$21.44 - $25.78 $4.01 Million - $4.82 Million
187,077 Added 114.89%
349,908 $7.82 Million
Q2 2022

Jul 14, 2022
BUY
$23.87 - $28.49 $3.89 Million - $4.64 Million
162,831 New
162,831 $3.85 Million

Others Institutions Holding DFAI

# of Institutions
553
Shares Held
187M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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