Arista Wealth Management, LLC Dimensional ETF Tr U S Core Eq 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 Core Eq stock. As of the latest transaction made, Arista Wealth Management, LLC holds 235,634 shares of DFAC stock, worth $8.08 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares
235,634
Previous 146,193 61.18%
Holding current value
$8.08 Million
Previous $4.67 Billion 62.64%
% of portfolio
2.0%
Previous 3.57%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$30.09 - $32.37 $2.69 Million - $2.9 Million
89,441 Added 61.18%
235,634 $7.6 Billion
Q1 2024

Apr 22, 2024
BUY
$28.62 - $31.95 $3.47 Million - $3.88 Million
121,371 Added 488.97%
146,193 $4.67 Billion
Q4 2023

Jan 31, 2024
BUY
$24.91 - $29.38 $3,113 - $3,672
125 Added 0.51%
24,822 $726 Million
Q3 2023

Oct 31, 2023
SELL
$26.05 - $28.22 $3,308 - $3,583
-127 Reduced 0.51%
24,697 $647 Million
Q1 2023

Apr 27, 2023
BUY
$24.18 - $26.58 $600,244 - $659,821
24,824 New
24,824 $633 Million

Others Institutions Holding DFAC

# of Institutions
876
Shares Held
711M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
Track This Portfolio

Track Arista Wealth Management, LLC Portfolio

Follow Arista Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email