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Arista Wealth Management’s Dimensional US Real Estate ETF 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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
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 $1.02B AUM 21.26% 1-Year Est. Return
SC
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 Dimensional US Real Estate ETF (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. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

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

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