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 $78.8 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

$78.8 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

408

Shares Held

105M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arista Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arista Wealth Management, LLC with notifications on news.

Account

Arista Wealth Management, LLC Dimensional ETF Tr Transaction History