Arista Wealth Management, LLC Dimensional ETF Tr Transaction History
Arista Wealth Management, LLC
- $723 Billion
- Q2 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 2,003,960 shares of DFAU stock, worth $90.8 Million. This represents 11.74% of its overall portfolio holdings.
Number of Shares
2,003,960
Previous 1,975,325
1.45%
Holding current value
$90.8 Million
Previous $75.9 Billion
11.8%
% of portfolio
11.74%
Previous 18.4%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
532Shares Held
139MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$196 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$188 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$173 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$171 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$157 Million1.86% of portfolio