Arista Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Arista Wealth Management, LLC

$131 Billion
Q1 2024

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 487,031 shares of DFSV stock, worth $13.9 Million. This represents 11.2% of its overall portfolio holdings.

Number of Shares

487,031

Previous 1,058,454 53.99%

Holding current value

$13.9 Million

Previous $30.8 Billion 52.44%

% of portfolio

11.2%

Previous 11.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$24.29 - $26.46 $863,315 - $940,441	35,542 New	35,542 $880 Million

Others Institutions Holding DFSV

# of Institutions

298

Shares Held

72.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Arista Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History