Arista Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Arista Wealth Management, LLC
- $380 Billion
- Q2 2024
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 1,570,224 shares of DFSV stock, worth $47.4 Million. This represents 11.89% of its overall portfolio holdings.
Number of Shares
1,570,224
Previous 487,031
222.41%
Holding current value
$47.4 Million
Previous $14.7 Billion
208.27%
% of portfolio
11.89%
Previous 11.2%
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
319Shares Held
81.2MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$248 Million3.69% of portfolio
-
Jmg Financial Group, Ltd.4.91MShares$148 Million5.43% of portfolio
-
Savant Capital, LLC4.64MShares$140 Million1.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$82.8 Million0.14% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.51MShares$75.8 Million0.78% of portfolio