AWM
Arista Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.9M | Buy |
2,003,960
+28,635
| +1% | +$1.21M | 11.74% | 1 |
|
|
2025
Q1 | $75.9M | Buy |
1,975,325
+52,429
| +3% | +$2.02M | 18.4% | 1 |
|
|
2024
Q4 | $77.9M | Buy |
1,922,896
+19,903
| +1% | +$806K | 18.67% | 1 |
|
|
2024
Q3 | $75.5M | Buy |
1,902,993
+50,023
| +3% | +$1.99M | 18.14% | 1 |
|
|
2024
Q2 | $69.5M | Buy |
1,852,970
+1,224,616
| +195% | +$45.9M | 18.28% | 1 |
|
|
2024
Q1 | $23M | Sell |
628,354
-1,040,779
| -62% | -$38M | 17.54% | 1 |
|
|
2023
Q4 | $55.5M | Sell |
1,669,133
-72,161
| -4% | -$2.4M | 20.32% | 1 |
|
|
2023
Q3 | $52.2M | Buy |
1,741,294
+166,904
| +11% | +$5M | 20.42% | 1 |
|
|
2023
Q2 | $48.8M | Buy |
1,574,390
+1,083,908
| +221% | +$33.6M | 20.27% | 1 |
|
|
2023
Q1 | $14.1M | Buy |
490,482
+367,037
| +297% | +$10.6M | 7.7% | 5 |
|
|
2022
Q4 | $3.32M | Buy |
+123,445
| New | +$3.32M | 2.1% | 11 |
|