AWM
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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

FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return