Arista Wealth Management, LLC DFAE Holdings History
Arista Wealth Management, LLC's Dimensional Emerging Core Equity Market ETF Holding Summary
As of 2025-03-31, Arista Wealth Management, LLC held 584,322.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $15.13 Mil. This investment constitutes 3.67% of their stock portfolio, and Arista Wealth Management, LLC now holds 0.29% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.
The initial trade took place in 2022Q4. And since then Arista Wealth Management, LLC has made 6 purchases of DFAE, at an average price of $24.24, for a total of 911,549.00 shares. In addition, there have been 2 sales at an average price of $23.88 for 327,227.00 shares. Based on historical transaction data and DFAE's current price of $29.68, Arista Wealth Management, LLC's estimated gain on his DFAE holdings is $3.06 Mil, reflecting a 13.84% gain to date.
Arista Wealth Management, LLC DFAE ($29.68) Holding Chart
Arista Wealth Management, LLC DFAE ($29.68) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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