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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return