Arista Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Arista Wealth Management’s Portfolio DFCF Stock Details DFCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.82M	Hold	43,088	–	–	0.2%	63
2026 Q1	$1.82M	Hold	43,088	–	–	0.22%	60
2025 Q4	$1.83M	Hold	43,088	–	–	0.23%	53
2025 Q3	$1.84M	Sell	43,088 -6,615	-13%	-$281K	0.23%	56
2025 Q2	$2.1M	Hold	49,703	–	–	0.29%	45
2025 Q1	$2.09M	Hold	49,703	–	–	0.51%	21
2024 Q4	$2.05M	Hold	49,703	–	–	0.49%	22
2024 Q3	$2.15M	Sell	49,703 -1,630	-3%	-$69.5K	0.52%	22
2024 Q2	$2.13M	Buy	+51,333	New	+$2.13M	0.56%	22
2023 Q4	–	Sell	-25,066	Closed	-$1.01M	–	56
2023 Q3	$1.01M	Sell	25,066 -9,310	-27%	-$384K	0.4%	26
2023 Q2	$1.43M	Sell	34,376 -57,874	-63%	-$2.44M	0.6%	19
2023 Q1	$3.92M	Sell	92,250 -23,635	-20%	-$999K	2.14%	12
2022 Q4	$4.81M	Buy	+115,885	New	+$4.79M	3.04%	8

Other funds holding DFCF

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

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return