Arista Wealth Management, LLC DFAU Holdings History
Arista Wealth Management, LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, Arista Wealth Management, LLC held 1.98 Mil shares of Dimensional US Core Equity Market ETF(DFAU), totaling $75.93 Mil. This investment constitutes 18.4% of their stock portfolio, and Arista Wealth Management, LLC now holds 1.02% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2022Q4. And since then Arista Wealth Management, LLC has made 6 purchases of DFAU, at an average price of $33.02, for a total of 3.09 Mil shares. In addition, there have been 2 sales at an average price of $34.40 for 1.11 Mil shares. Based on historical transaction data and DFAU's current price of $43.45, Arista Wealth Management, LLC's estimated gain on his DFAU holdings is $22.13 Mil, reflecting a 21.70% gain to date.
Arista Wealth Management, LLC DFAU ($43.45) Holding Chart
Arista Wealth Management, LLC DFAU ($43.45) 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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