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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

EFP

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

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

Arista Wealth Management held its Dimensional Core Fixed Income ETF (DFCF) position steady in Q2 2026 at 43,088 shares worth $1.82M. The position accounts for 0.2% of the portfolio, ranked #63.

Arista Wealth Management first reported a position in DFCF in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.81M in Q4 2022. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Arista Wealth Management held 43,088 shares of Dimensional Core Fixed Income ETF worth $1.82M as of Q2 2026.
Arista Wealth Management left its Dimensional Core Fixed Income ETF share count unchanged in Q2 2026.
Dimensional Core Fixed Income ETF made up 0.2% of Arista Wealth Management's portfolio in Q2 2026, its #63 holding.
Arista Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 13 quarters since.
Arista Wealth Management's Dimensional Core Fixed Income ETF position peaked at $4.81M in Q4 2022.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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