Arista Wealth Management, LLC Dimensional ETF Tr Transaction History

Arista Wealth Management, LLC

$416 Billion
Q3 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 1,902,993 shares of DFAU stock, worth $77.7 Million. This represents 18.14% of its overall portfolio holdings.

Number of Shares

1,902,993

Previous 1,852,970 2.7%

Holding current value

$77.7 Million

Previous $69.5 Billion 8.73%

% of portfolio

18.14%

Previous 18.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$35.8 - $39.69 $1.79 Million - $1.99 Million	50,023 Added 2.7%	1,902,993 $75.5 Billion
Q2 2024 Aug 13, 2024	BUY	$34.53 - $37.67 $42.3 Million - $46.1 Million	1,224,616 Added 194.89%	1,852,970 $69.5 Billion
Q1 2024 Apr 22, 2024	SELL	$32.59 - $36.54 $33.9 Million - $38 Million	-1,040,779 Reduced 62.35%	628,354 $23 Billion
Q4 2023 Jan 31, 2024	SELL	$28.58 - $33.37 $2.06 Million - $2.41 Million	-72,161 Reduced 4.14%	1,669,133 $55.5 Billion
Q3 2023 Oct 31, 2023	BUY	$29.79 - $32.13 $4.97 Million - $5.36 Million	166,904 Added 10.6%	1,741,294 $52.2 Billion
Q2 2023 Jul 20, 2023	BUY	$28.25 - $30.99 $30.6 Million - $33.6 Million	1,083,908 Added 220.99%	1,574,390 $48.8 Billion
Q1 2023 Apr 27, 2023	BUY	$26.87 - $29.65 $9.86 Million - $10.9 Million	367,037 Added 297.33%	490,482 $14.1 Billion
Q4 2022 Feb 13, 2023	BUY	$25.24 - $28.83 $3.12 Million - $3.56 Million	123,445 New	123,445 $3.32 Billion

Others Institutions Holding DFAU

# of Institutions

413

Shares Held

108M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Arista Wealth Management, LLC Dimensional ETF Tr Transaction History