Vista Wealth Management Group, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 41,280 shares of DFUV stock, worth $1.86 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

41,280

Previous 43,515 5.14%

Holding current value

$1.86 Million

Previous $1.78 Million 4.44%

% of portfolio

0.12%

Previous 0.12%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$39.96 - $43.3 $89,310 - $96,775	-2,235 Reduced 5.14%	41,280 $1.7 Million
Q4 2024 Jan 27, 2025	SELL	$40.38 - $44.35 $96,508 - $105,996	-2,390 Reduced 5.21%	43,515 $1.78 Million
Q3 2024 Nov 06, 2024	SELL	$38.51 - $41.69 $150,034 - $162,424	-3,896 Reduced 7.82%	45,905 $1.91 Million
Q2 2024 Jul 30, 2024	SELL	$38.53 - $40.76 $76,905 - $81,356	-1,996 Reduced 3.85%	49,801 $1.96 Million
Q1 2024 Apr 29, 2024	SELL	$36.22 - $40.9 $614,653 - $694,073	-16,970 Reduced 24.68%	51,797 $2.12 Million

Q4 2023 Feb 12, 2024	BUY	$31.85 - $37.39 $222 - $261	7 Added 0.01%	68,767 $2.56 Million
Q3 2023 Nov 14, 2023	SELL	$33.83 - $36.19 $88,668 - $94,853	-2,621 Reduced 3.67%	68,760 $2.34 Million
Q2 2023 Aug 02, 2023	SELL	$32.32 - $34.5 $38,913 - $41,538	-1,204 Reduced 1.66%	71,381 $2.46 Million
Q1 2023 May 04, 2023	SELL	$31.9 - $35.83 $223,969 - $251,562	-7,021 Reduced 8.82%	72,585 $2.43 Million
Q4 2022 Feb 07, 2023	SELL	$30.23 - $35.36 $235,945 - $275,984	-7,805 Reduced 8.93%	79,606 $2.67 Million
Q3 2022 Oct 25, 2022	SELL	$29.6 - $34.78 $56,269 - $66,116	-1,901 Reduced 2.13%	87,411 $2.83 Million
Q2 2022 Jul 14, 2022	BUY	$30.92 - $35.31 $2.76 Million - $3.15 Million	89,312 New	89,312 $2.78 Million

Others Institutions Holding DFUV

# of Institutions

767

Shares Held

246M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Vista Wealth Management Group, LLC Dimensional ETF Tr Us Marketwi Transaction History