Arista Wealth Management, LLC Dimensional ETF Tr Transaction History
Arista Wealth Management, LLC
- $413 Billion
- Q1 2025
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 1,975,325 shares of DFAU stock, worth $79.8 Million. This represents 18.4% of its overall portfolio holdings.
Number of Shares
1,975,325
Previous 1,922,896
2.73%
Holding current value
$79.8 Million
Previous $77.9 Billion
2.47%
% of portfolio
18.4%
Previous 18.67%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
503Shares Held
133MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$227 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$152 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$143 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$142 Million1.87% of portfolio