Arista Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History
Arista Wealth Management, LLC
- $417 Billion
- Q4 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 23,840 shares of DFUS stock, worth $1.58 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
23,840
Previous 23,880
0.17%
Holding current value
$1.58 Million
Previous $1.49 Billion
2.32%
% of portfolio
0.36%
Previous 0.36%
Shares
9 transactions
Others Institutions Holding DFUS
# of Institutions
716Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.75 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$529 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$386 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$318 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$269 Million0.09% of portfolio