AWM
DFAR icon

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

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $171M AUM 22.11% 1-Year Est. Return