Arista Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Arista Wealth Management, LLC

$413 Billion
Q1 2025

A detailed history of Arista Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Arista Wealth Management, LLC holds 1,783,473 shares of DFSV stock, worth $50.5 Million. This represents 12.17% of its overall portfolio holdings.

Number of Shares

1,783,473

Previous 1,710,771 4.25%

Holding current value

$50.5 Million

Previous $52.7 Billion 4.66%

% of portfolio

12.17%

Previous 12.62%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$27.56 - $32.1 $2 Million - $2.33 Million	72,702 Added 4.25%	1,783,473 $50.2 Billion
Q4 2024 Feb 13, 2025	BUY	$30.18 - $33.87 $1.7 Million - $1.91 Million	56,380 Added 3.41%	1,710,771 $52.7 Billion
Q3 2024 Oct 30, 2024	BUY	$28.25 - $31.7 $2.38 Million - $2.67 Million	84,167 Added 5.36%	1,654,391 $51 Billion
Q2 2024 Aug 13, 2024	BUY	$27.81 - $30.13 $30.1 Million - $32.6 Million	1,083,193 Added 222.41%	1,570,224 $45.2 Billion
Q1 2024 Apr 22, 2024	SELL	$27.45 - $30.1 $15.7 Million - $17.2 Million	-571,423 Reduced 53.99%	487,031 $14.7 Billion
Q4 2023 Jan 31, 2024	BUY	$23.61 - $29.53 $3.4 Million - $4.25 Million	144,042 Added 15.75%	1,058,454 $30.8 Billion
Q3 2023 Oct 31, 2023	BUY	$24.97 - $27.69 $2.58 Million - $2.87 Million	103,493 Added 12.76%	914,412 $23.2 Billion
Q2 2023 Jul 20, 2023	BUY	$23.17 - $25.7 $14.4 Million - $15.9 Million	620,436 Added 325.72%	810,919 $20.8 Billion
Q1 2023 Apr 27, 2023	BUY	$23.74 - $28.31 $3.68 Million - $4.39 Million	154,941 Added 435.94%	190,483 $4.75 Billion
Q4 2022 Feb 13, 2023	BUY	$22.47 - $26.46 $798,628 - $940,441	35,542 New	35,542 $880 Million

Others Institutions Holding DFSV

# of Institutions

438

Shares Held

120M

Call Options Held

10.7K

Put Options Held

5.5K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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 Dimensional Transaction History