Arista Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Arista Wealth Management, LLC
- $723 Billion
- Q2 2025
A detailed history of Arista Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Arista Wealth Management, LLC holds 9,636 shares of DFAT stock, worth $555,419. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,636
Previous 9,636
-0.0%
Holding current value
$555,419
Previous $496 Million
4.8%
% of portfolio
0.07%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
801Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$562 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$376 Million19.13% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$286 Million4.76% of portfolio