Arista Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Arista Wealth Management, LLC
- $380 Billion
- Q2 2024
A detailed history of Arista Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Arista Wealth Management, LLC holds 9,636 shares of DFAT stock, worth $521,114. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,636
Previous 5,163
86.64%
Holding current value
$521,114
Previous $281 Million
77.86%
% of portfolio
0.13%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$771 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$673 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$467 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$406 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$262 Million2.47% of portfolio