Arista Wealth Management, LLC Dimensional ETF Tr Transaction History

Arista Wealth Management, LLC

$131 Billion
Q1 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 395,260 shares of DFAI stock, worth $12 Million. This represents 9.12% of its overall portfolio holdings.

Number of Shares

395,260

Previous 1,061,056 62.75%

Holding current value

$12 Million

Previous $30.4 Billion 60.69%

% of portfolio

9.12%

Previous 11.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$27.74 - $30.27 $18.5 Million - $20.2 Million	-665,796 Reduced 62.75%	395,260 $11.9 Billion
Q4 2023 Jan 31, 2024	SELL	$24.88 - $28.69 $3.88 Million - $4.47 Million	-155,895 Reduced 12.81%	1,061,056 $30.4 Billion
Q3 2023 Oct 31, 2023	BUY	$26.0 - $28.17 $2.89 Million - $3.13 Million	111,131 Added 10.05%	1,216,951 $31.8 Billion
Q2 2023 Jul 20, 2023	BUY	$26.46 - $28.05 $19.4 Million - $20.6 Million	734,513 Added 197.82%	1,105,820 $30.2 Billion
Q1 2023 Apr 27, 2023	BUY	$25.21 - $27.45 $6.8 Million - $7.41 Million	269,783 Added 265.73%	371,307 $10 Billion

Q4 2022 Feb 13, 2023	BUY	$23.24 - $25.85 $2.36 Million - $2.62 Million	101,524 New	101,524 $2.54 Billion

Others Institutions Holding DFAI

# of Institutions

495

Shares Held

143M

Call Options Held

400

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Arista Wealth Management, LLC Dimensional ETF Tr Transaction History