Arista Wealth Management, LLC Dimensional ETF Tr Transaction History

Arista Wealth Management, LLC

$417 Billion
Q4 2024

A detailed history of Arista Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Arista Wealth Management, LLC holds 563,145 shares of DFAE stock, worth $14.9 Million. This represents 3.43% of its overall portfolio holdings.

Number of Shares

563,145

Previous 549,062 2.56%

Holding current value

$14.9 Million

Previous $15 Billion 5.07%

% of portfolio

3.43%

Previous 3.61%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$25.36 - $28.15 $357,144 - $396,436	14,083 Added 2.56%	563,145 $14.3 Billion
Q3 2024 Oct 30, 2024	BUY	$24.46 - $27.82 $352,199 - $400,580	14,399 Added 2.69%	549,062 $15 Billion
Q2 2024 Aug 13, 2024	BUY	$24.03 - $26.3 $8.33 Million - $9.12 Million	346,816 Added 184.63%	534,663 $13.8 Billion
Q1 2024 Apr 22, 2024	SELL	$22.74 - $24.88 $6.87 Million - $7.51 Million	-301,945 Reduced 61.65%	187,847 $4.64 Billion
Q4 2023 Jan 31, 2024	SELL	$21.63 - $24.11 $546,849 - $609,549	-25,282 Reduced 4.91%	489,792 $11.8 Billion
Q3 2023 Oct 31, 2023	BUY	$22.43 - $24.83 $1.5 Million - $1.67 Million	67,076 Added 14.97%	515,074 $11.6 Billion
Q2 2023 Jul 20, 2023	BUY	$22.38 - $24.3 $6.9 Million - $7.49 Million	308,314 Added 220.72%	447,998 $10.5 Billion
Q1 2023 Apr 27, 2023	BUY	$21.78 - $24.36 $2.38 Million - $2.66 Million	109,224 Added 358.58%	139,684 $3.22 Billion
Q4 2022 Feb 13, 2023	BUY	$19.67 - $22.73 $599,148 - $692,355	30,460 New	30,460 $669 Million

Others Institutions Holding DFAE

# of Institutions

526

Shares Held

168M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Arista Wealth Management, LLC Dimensional ETF Tr Transaction History