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 996,565 shares of DFAI stock, worth $31.2 Million. This represents 6.98% of its overall portfolio holdings.
Number of Shares
996,565
Previous 982,344
1.45%
Holding current value
$31.2 Million
Previous $31.2 Billion
6.79%
% of portfolio
6.98%
Previous 7.5%
Shares
9 transactions
Others Institutions Holding DFAI
# of Institutions
594Shares Held
228MCall Options Held
7.8KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio