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 72,082 shares of DFIV stock, worth $2.86 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

72,082

Previous 72,303 0.31%

Holding current value

$2.86 Million

Previous $2.75 Million 7.16%

% of portfolio

0.17%

Previous 0.19%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$34.86 - $37.97 $7,704 - $8,391	-221 Reduced 0.31%	72,082 $2.56 Million
Q3 2024 Nov 06, 2024	SELL	$34.66 - $38.38 $24,088 - $26,674	-695 Reduced 0.95%	72,303 $2.75 Million
Q2 2024 Jul 30, 2024	SELL	$35.5 - $38.02 $10,224 - $10,949	-288 Reduced 0.39%	72,998 $2.62 Million
Q1 2024 Apr 29, 2024	SELL	$33.15 - $36.75 $9,812 - $10,878	-296 Reduced 0.4%	73,286 $2.69 Million
Q4 2023 Feb 12, 2024	SELL	$30.86 - $34.46 $12,652 - $14,128	-410 Reduced 0.55%	73,582 $2.53 Million
Q3 2023 Nov 14, 2023	SELL	$32.1 - $34.42 $1,765 - $1,893	-55 Reduced 0.07%	73,992 $2.41 Million
Q2 2023 Aug 02, 2023	SELL	$31.45 - $33.77 $137,530 - $147,676	-4,373 Reduced 5.58%	74,047 $2.43 Million
Q1 2023 May 04, 2023	SELL	$30.43 - $33.38 $608 - $667	-20 Reduced 0.03%	78,420 $2.53 Million
Q4 2022 Feb 07, 2023	SELL	$25.88 - $31.1 $750 - $901	-29 Reduced 0.04%	78,440 $2.38 Million
Q3 2022 Oct 25, 2022	SELL	$25.71 - $30.57 $1,208 - $1,436	-47 Reduced 0.06%	78,469 $2.14 Million
Q2 2022 Jul 14, 2022	SELL	$28.66 - $33.84 $166,142 - $196,170	-5,797 Reduced 6.88%	78,516 $2.18 Million
Q1 2022 May 04, 2022	SELL	$30.75 - $35.49 $51,198 - $59,090	-1,665 Reduced 1.94%	84,313 $2.82 Million
Q4 2021 Jan 19, 2022	SELL	$31.61 - $34.21 $222,155 - $240,427	-7,028 Reduced 7.56%	85,978 $2.82 Million
Q3 2021 Nov 02, 2021	BUY	$32.25 - $33.65 $3 Million - $3.13 Million	93,006 New	93,006 $3.05 Million

Others Institutions Holding DFIV

# of Institutions

629

Shares Held

214M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Wealth Management Group, LLC with notifications on news.

Account

Vista Wealth Management Group, LLC Dimensional ETF Tr Transaction History