Arista Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History
Arista Wealth Management, LLC
- $380 Billion
- Q2 2024
A detailed history of Arista Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Arista Wealth Management, LLC holds 24,066 shares of DFUS stock, worth $1.43 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
24,066
Previous 12,509
92.39%
Holding current value
$1.43 Million
Previous $713 Million
98.71%
% of portfolio
0.37%
Previous 0.54%
Shares
7 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$473 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$352 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$300 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$247 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$221 Million0.23% of portfolio