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 $172 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
$172 Million
Previous $168 Million
4.54%
% of portfolio
10.75%
Previous 11.58%
Shares
12 transactions
Others Institutions Holding DIHP
# of Institutions
246Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$650 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$605 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$420 Million3.18% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$169 Million3.11% of portfolio
-
Carlson Capital Management3.91MShares$106 Million7.18% of portfolio