AWM
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Arista Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Arista Wealth Management’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$109M Buy
2,104,785
+35,980
+2% +$1.8M 11.74% 1
2026
Q1 		$93.3M Sell
2,068,805
-75,334
-4% -$3.54M 11.36% 1
2025
Q4 		$100M Buy
2,144,139
+50,748
+2% +$2.35M 12.34% 1
2025
Q3 		$95.8M Buy
2,093,391
+89,431
+4% +$3.94M 11.92% 1
2025
Q2 		$84.9M Buy
2,003,960
+28,635
+1% +$1.12M 11.74% 1
2025
Q1 		$75.9M Buy
1,975,325
+52,429
+3% +$2.13M 18.4% 1
2024
Q4 		$77.9M Buy
1,922,896
+19,903
+1% +$813K 18.67% 1
2024
Q3 		$75.5M Buy
1,902,993
+50,023
+3% +$1.91M 18.14% 1
2024
Q2 		$69.5M Buy
1,852,970
+1,224,616
+195% +$44.5M 18.28% 1
2024
Q1 		$23M Sell
628,354
-1,040,779
-62% -$36M 17.54% 1
2023
Q4 		$55.5M Sell
1,669,133
-72,161
-4% -$2.24M 20.32% 1
2023
Q3 		$52.2M Buy
1,741,294
+166,904
+11% +$5.2M 20.42% 1
2023
Q2 		$48.8M Buy
1,574,390
+1,083,908
+221% +$31.8M 20.27% 1
2023
Q1 		$14.1M Buy
490,482
+367,037
+297% +$10.4M 7.7% 5
2022
Q4 		$3.32M Buy
+123,445
New +$3.36M 2.1% 11

Other funds holding DFAU

Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Arista Wealth Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 1.7% in Q2 2026, buying an estimated $1.8M and bringing the position to 2,104,785 shares worth $109M. The position accounts for 11.74% of the portfolio, ranked #1.

Arista Wealth Management first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. 603 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Arista Wealth Management held 2,104,785 shares of Dimensional US Core Equity Market ETF worth $109M as of Q2 2026.
  • Arista Wealth Management bought 35,980 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.8M.
  • Dimensional US Core Equity Market ETF made up 11.74% of Arista Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Arista Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 603 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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