Vista Wealth Management Group, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 6,336,492 shares of DIHP stock, worth $170 Million. This represents 10.75% of its overall portfolio holdings.
Number of Shares
6,336,492
Previous 6,048,287
4.77%
Holding current value
$170 Million
Previous $168 Million
4.54%
% of portfolio
10.75%
Previous 11.58%
Shares
12 transactions
Others Institutions Holding DIHP
# of Institutions
233Shares Held
123MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$603 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$595 Million1.34% of portfolio
-
Savant Capital, LLC15.5MShares$416 Million3.18% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$161 Million3.18% of portfolio
-
Carlson Capital Management3.91MShares$105 Million7.18% of portfolio