Arista Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Arista Wealth Management, LLC
- $804 Billion
- Q3 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 1,972,858 shares of DFSV stock, worth $61.9 Million. This represents 7.81% of its overall portfolio holdings.
Number of Shares
1,972,858
Previous 1,852,406
6.5%
Holding current value
$61.9 Million
Previous $54.5 Billion
15.22%
% of portfolio
7.81%
Previous 7.54%
Shares
12 transactions
Others Institutions Holding DFSV
# of Institutions
496Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$204 Million2.11% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio