Arista Wealth Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Arista Wealth Management’s Portfolio DFAR Stock Details DFAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$261K	Hold	9,990	–	–	0.03%	238
2026 Q1	$236K	Sell	9,990 -127	-1%	-$3.05K	0.03%	224
2025 Q4	$232K	Buy	10,117 +127	+1%	+$2.97K	0.03%	231
2025 Q3	$238K	Sell	9,990 -638	-6%	-$15K	0.03%	231
2025 Q2	$249K	Sell	10,628 -725	-6%	-$16.8K	0.03%	201
2025 Q1	$270K	Sell	11,353 -644	-5%	-$15.2K	0.07%	57
2024 Q4	$279K	Sell	11,997 -175	-1%	-$4.33K	0.07%	55
2024 Q3	$312K	Sell	12,172 -11,709	-49%	-$283K	0.07%	51
2024 Q2	$528K	Sell	23,881 -41,373	-63%	-$889K	0.14%	35
2024 Q1	$1.46M	Sell	65,254 -304,666	-82%	-$6.71M	1.11%	15
2023 Q4	$8.41M	Sell	369,920 -318,340	-46%	-$6.52M	3.08%	9
2023 Q3	$13.4M	Buy	688,260 +53,082	+8%	+$1.13M	5.26%	7
2023 Q2	$13.7M	Buy	635,178 +449,841	+243%	+$9.51M	5.68%	7
2023 Q1	$3.98M	Buy	185,337 +136,550	+280%	+$3M	2.17%	11
2022 Q4	$1.03M	Buy	+48,787	New	+$1.03M	0.65%	22

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

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

Arista Wealth Management held its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) position steady in Q2 2026 at 9,990 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #238.

Arista Wealth Management first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.7M in Q2 2023. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Arista Wealth Management held 9,990 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $261K as of Q2 2026.
Arista Wealth Management left its DFA Real Estate Securities Portfolio ETF Class Shares share count unchanged in Q2 2026.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.03% of Arista Wealth Management's portfolio in Q2 2026, its #238 holding.
Arista Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
Arista Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $13.7M in Q2 2023.
301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

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