Dimensional Etf Trust shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSE) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Vista Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $7.1M | 210k | 33.68 |
| 2024-12-31 | $6.8M | 206k | 33.13 |
| 2024-09-30 | $6.6M | 187k | 35.42 |
| 2024-06-30 | $5.8M | 175k | 33.46 |
| 2024-03-31 | $5.2M | 160k | 32.20 |
| 2023-12-31 | $4.2M | 134k | 31.62 |
| 2023-09-30 | $3.4M | 116k | 29.39 |
| 2023-06-30 | $3.2M | 106k | 30.44 |
| 2023-03-31 | $2.5M | 83k | 29.89 |
| 2022-12-31 | $677k | 24k | 28.18 |
More positions owned by Vista Wealth Management Group
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