AWM
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Arista Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Arista Wealth Management’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4M Buy
233,536
+11
+0% +$471 1.12% 18
2026
Q1 		$9.07M Sell
233,525
-321
-0.1% -$12.9K 1.1% 17
2025
Q4 		$9.26M Buy
233,846
+11
+0% +$429 1.14% 18
2025
Q3 		$9.02M Sell
233,835
-774
-0.3% -$28.9K 1.12% 19
2025
Q2 		$8.41M Buy
234,609
+14
+0% +$467 1.16% 18
2025
Q1 		$7.74M Sell
234,595
-1,065
-0.5% -$37K 1.88% 11
2024
Q4 		$8.15M Buy
235,660
+13
+0% +$458 1.95% 11
2024
Q3 		$8.08M Buy
235,647
+13
+0% +$429 1.94% 11
2024
Q2 		$7.6M Buy
235,634
+89,441
+61% +$2.82M 2% 10
2024
Q1 		$4.67M Buy
146,193
+121,371
+489% +$3.66M 3.57% 9
2023
Q4 		$726K Buy
24,822
+125
+0.5% +$3.38K 0.27% 25
2023
Q3 		$647K Sell
24,697
-127
-0.5% -$3.47K 0.25% 29
2023
Q2 		$674K Hold
24,824
– – 0.28% 28
2023
Q1 		$633K Buy
+24,824
New +$629K 0.35% 30

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Arista Wealth Management's DFAC Position: Q2 2026 in Review

Arista Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0% in Q2 2026, buying an estimated $471 and bringing the position to 233,536 shares worth $10.4M. The position accounts for 1.12% of the portfolio, ranked #18.

Arista Wealth Management first reported a position in DFAC in Q1 2023 and has held it in 14 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Arista Wealth Management held 233,536 shares of Dimensional US Core Equity 2 ETF worth $10.4M as of Q2 2026.
  • Arista Wealth Management bought 11 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $471.
  • Dimensional US Core Equity 2 ETF made up 1.12% of Arista Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Arista Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.