Arista Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History
Arista Wealth Management, LLC
- $416 Billion
- Q3 2024
A detailed history of Arista Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Arista Wealth Management, LLC holds 23,880 shares of DFUS stock, worth $1.55 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
23,880
Previous 24,066
0.77%
Holding current value
$1.55 Million
Previous $1.42 Billion
4.88%
% of portfolio
0.36%
Previous 0.37%
Shares
8 transactions
Others Institutions Holding DFUS
# of Institutions
639Shares Held
123MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$517 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$381 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$328 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.12MShares$268 Million0.08% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$238 Million0.23% of portfolio