Arista Wealth Management, LLC Dimensional ETF Tr U S Core Eq 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 Core Eq stock. As of the latest transaction made, Arista Wealth Management, LLC holds 235,647 shares of DFAC stock, worth $8.44 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
235,647
Previous 235,634
0.01%
Holding current value
$8.44 Million
Previous $7.6 Billion
6.36%
% of portfolio
1.94%
Previous 2.0%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$635 Million0.28% of portfolio