Arista Wealth Management, LLC DFSV Holdings History
Arista Wealth Management, LLC's Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, Arista Wealth Management, LLC held 1.78 Mil shares of Dimensional US Small Cap Value ETF(DFSV), totaling $50.20 Mil. This investment constitutes 12.17% of their stock portfolio, and Arista Wealth Management, LLC now holds 1.13% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2022Q4. And since then Arista Wealth Management, LLC has made 7 purchases of DFSV, at an average price of $27.91, for a total of 2.35 Mil shares. In addition, there have been 1 sales at an average price of $28.52 for 571,423.00 shares. Based on historical transaction data and DFSV's current price of $30.80, Arista Wealth Management, LLC's estimated gain on his DFSV holdings is $5.51 Mil, reflecting a 8.38% gain to date.
Arista Wealth Management, LLC DFSV ($30.80) Holding Chart
Arista Wealth Management, LLC DFSV ($30.80) 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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