Arista Wealth Management, LLC Dimensional ETF Tr Transaction History

Arista Wealth Management, LLC

$416 Billion
Q3 2024

A detailed history of Arista Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Arista Wealth Management, LLC holds 982,344 shares of DFAI stock, worth $30.1 Million. This represents 7.5% of its overall portfolio holdings.

Number of Shares

982,344

Previous 943,907 4.07%

Holding current value

$30.1 Million

Previous $28 Billion 11.47%

% of portfolio

7.5%

Previous 7.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$28.69 - $32.06 $1.1 Million - $1.23 Million	38,437 Added 4.07%	982,344 $31.2 Billion
Q2 2024 Aug 13, 2024	BUY	$28.93 - $30.91 $15.9 Million - $17 Million	548,647 Added 138.81%	943,907 $28 Billion
Q1 2024 Apr 22, 2024	SELL	$27.74 - $30.27 $18.5 Million - $20.2 Million	-665,796 Reduced 62.75%	395,260 $11.9 Billion
Q4 2023 Jan 31, 2024	SELL	$24.88 - $28.69 $3.88 Million - $4.47 Million	-155,895 Reduced 12.81%	1,061,056 $30.4 Billion
Q3 2023 Oct 31, 2023	BUY	$26.0 - $28.17 $2.89 Million - $3.13 Million	111,131 Added 10.05%	1,216,951 $31.8 Billion
Q2 2023 Jul 20, 2023	BUY	$26.46 - $28.05 $19.4 Million - $20.6 Million	734,513 Added 197.82%	1,105,820 $30.2 Billion
Q1 2023 Apr 27, 2023	BUY	$25.21 - $27.45 $6.8 Million - $7.41 Million	269,783 Added 265.73%	371,307 $10 Billion
Q4 2022 Feb 13, 2023	BUY	$21.47 - $25.85 $2.18 Million - $2.62 Million	101,524 New	101,524 $2.54 Billion

Others Institutions Holding DFAI

# of Institutions

562

Shares Held

190M

Call Options Held

7.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arista Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arista Wealth Management, LLC with notifications on news.

Account

Arista Wealth Management, LLC Dimensional ETF Tr Transaction History