Arista Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Arista Wealth Management, LLC

  • $413 Billion
  • Q1 2025

A detailed history of Arista Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Arista Wealth Management, LLC holds 1,783,473 shares of DFSV stock, worth $50.3 Million. This represents 12.17% of its overall portfolio holdings.

Number of Shares
1,783,473
Previous 1,710,771 4.25%
Holding current value
$50.3 Million
Previous $52.7 Billion 4.66%
% of portfolio
12.17%
Previous 12.62%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$27.56 - $32.1 $2 Million - $2.33 Million
72,702 Added 4.25%
1,783,473 $50.2 Billion
Q4 2024

Feb 13, 2025
BUY
$30.18 - $33.87 $1.7 Million - $1.91 Million
56,380 Added 3.41%
1,710,771 $52.7 Billion
Q3 2024

Oct 30, 2024
BUY
$28.25 - $31.7 $2.38 Million - $2.67 Million
84,167 Added 5.36%
1,654,391 $51 Billion
Q2 2024

Aug 13, 2024
BUY
$27.81 - $30.13 $30.1 Million - $32.6 Million
1,083,193 Added 222.41%
1,570,224 $45.2 Billion
Q1 2024

Apr 22, 2024
SELL
$27.45 - $30.1 $15.7 Million - $17.2 Million
-571,423 Reduced 53.99%
487,031 $14.7 Billion
Q4 2023

Jan 31, 2024
BUY
$23.61 - $29.53 $3.4 Million - $4.25 Million
144,042 Added 15.75%
1,058,454 $30.8 Billion
Q3 2023

Oct 31, 2023
BUY
$24.97 - $27.69 $2.58 Million - $2.87 Million
103,493 Added 12.76%
914,412 $23.2 Billion
Q2 2023

Jul 20, 2023
BUY
$23.17 - $25.7 $14.4 Million - $15.9 Million
620,436 Added 325.72%
810,919 $20.8 Billion
Q1 2023

Apr 27, 2023
BUY
$23.74 - $28.31 $3.68 Million - $4.39 Million
154,941 Added 435.94%
190,483 $4.75 Billion
Q4 2022

Feb 13, 2023
BUY
$22.47 - $26.46 $798,628 - $940,441
35,542 New
35,542 $880 Million

Others Institutions Holding DFSV

# of Institutions
438
Shares Held
120M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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