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 $229 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
$229 Million
Previous $230 Million
1.68%
% of portfolio
15.68%
Previous 15.86%
Shares
12 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.27 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.18 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$270 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$228 Million4.6% of portfolio
-
Pure Financial Advisors, LLC5.46MShares$181 Million4.35% of portfolio