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 6,907,324 shares of DUHP stock, worth $243 Million. This represents 15.68% of its overall portfolio holdings.

Number of Shares

6,907,324

Previous 6,737,103 2.53%

Holding current value

$243 Million

Previous $230 Million 1.68%

% of portfolio

15.68%

Previous 15.86%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$33.62 - $35.69 $5.72 Million - $6.08 Million	170,221 Added 2.53%	6,907,324 $233 Million
Q3 2024 Nov 06, 2024	SELL	$30.74 - $34.07 $452,923 - $501,987	-14,734 Reduced 0.22%	6,737,103 $230 Million
Q2 2024 Jul 30, 2024	BUY	$29.72 - $32.4 $1.8 Million - $1.96 Million	60,635 Added 0.91%	6,751,837 $216 Million
Q1 2024 Apr 29, 2024	SELL	$28.16 - $31.61 $372,444 - $418,073	-13,226 Reduced 0.2%	6,691,202 $212 Million
Q4 2023 Feb 12, 2024	BUY	$24.79 - $28.64 $2.86 Million - $3.3 Million	115,168 Added 1.75%	6,704,428 $192 Million
Q3 2023 Nov 14, 2023	BUY	$25.64 - $27.32 $1.56 Million - $1.67 Million	60,964 Added 0.93%	6,589,260 $169 Million
Q2 2023 Aug 02, 2023	BUY	$24.51 - $26.54 $2.27 Million - $2.46 Million	92,597 Added 1.44%	6,528,296 $173 Million
Q1 2023 May 04, 2023	SELL	$23.91 - $25.61 $6.4 Million - $6.85 Million	-267,625 Reduced 3.99%	6,435,699 $162 Million
Q4 2022 Feb 07, 2023	BUY	$21.59 - $25.35 $17.5 Million - $20.5 Million	809,099 Added 13.73%	6,703,324 $161 Million
Q3 2022 Oct 25, 2022	SELL	$21.34 - $25.56 $10 Million - $12 Million	-469,844 Reduced 7.38%	5,894,225 $135 Million
Q2 2022 Jul 14, 2022	BUY	$21.86 - $26.49 $28.4 Million - $34.4 Million	1,300,428 Added 25.68%	6,364,069 $145 Million
Q1 2022 May 04, 2022	BUY	$24.43 - $26.86 $124 Million - $136 Million	5,063,641 New	5,063,641 $133 Million

Others Institutions Holding DUHP

# of Institutions

389

Shares Held

219M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

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 Dimensional Transaction History