Arista Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Arista Wealth Management, LLC
- $417 Billion
- Q4 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 1,710,771 shares of DFSV stock, worth $53.7 Million. This represents 12.62% of its overall portfolio holdings.
Number of Shares
1,710,771
Previous 1,654,391
3.41%
Holding current value
$53.7 Million
Previous $51 Billion
3.34%
% of portfolio
12.62%
Previous 12.24%
Shares
9 transactions
Others Institutions Holding DFSV
# of Institutions
408Shares Held
108MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$253 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$239 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$171 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$131 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$125 Million0.19% of portfolio