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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return