Arista Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Arista Wealth Management, LLC
- $417 Billion
- Q4 2024
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 $527,763. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,636
Previous 9,636
-0.0%
Holding current value
$527,763
Previous $536 Million
0.05%
% of portfolio
0.13%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
748Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$771 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$681 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$490 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$394 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$281 Million2.33% of portfolio