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Arista Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Arista Wealth Management’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.7M Buy
638,179
+22,096
+4% +$855K 2.77% 8
2026
Q1 		$20.9M Sell
616,083
-21,835
-3% -$763K 2.54% 9
2025
Q4 		$20.8M Buy
637,918
+15,655
+3% +$504K 2.55% 9
2025
Q3 		$19.6M Buy
622,263
+21,238
+4% +$640K 2.44% 9
2025
Q2 		$17.4M Buy
601,025
+16,703
+3% +$448K 2.41% 9
2025
Q1 		$15.1M Buy
584,322
+21,177
+4% +$550K 3.67% 8
2024
Q4 		$14.3M Buy
563,145
+14,083
+3% +$373K 3.43% 9
2024
Q3 		$15M Buy
549,062
+14,399
+3% +$375K 3.61% 8
2024
Q2 		$13.8M Buy
534,663
+346,816
+185% +$8.79M 3.64% 8
2024
Q1 		$4.64M Sell
187,847
-301,945
-62% -$7.24M 3.55% 10
2023
Q4 		$11.8M Sell
489,792
-25,282
-5% -$578K 4.32% 8
2023
Q3 		$11.6M Buy
515,074
+67,076
+15% +$1.58M 4.55% 8
2023
Q2 		$10.5M Buy
447,998
+308,314
+221% +$7.13M 4.37% 8
2023
Q1 		$3.22M Buy
139,684
+109,224
+359% +$2.52M 1.75% 13
2022
Q4 		$669K Buy
+30,460
New +$648K 0.42% 29

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Arista Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 3.6% in Q2 2026, buying an estimated $855K and bringing the position to 638,179 shares worth $25.7M. The position accounts for 2.77% of the portfolio, ranked #8.

Arista Wealth Management first reported a position in DFAE in Q4 2022 and has held it in 15 quarters since. 714 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Arista Wealth Management held 638,179 shares of Dimensional Emerging Core Equity Market ETF worth $25.7M as of Q2 2026.
  • Arista Wealth Management bought 22,096 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $855K.
  • Dimensional Emerging Core Equity Market ETF made up 2.77% of Arista Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Arista Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 714 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

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