Arista Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.97M	Sell	97,246 -2,216	-2%	-$175K	0.86%	22
2026 Q1	$7.05M	Buy	99,462 +75,622	+317%	+$5.6M	0.86%	23
2025 Q4	$1.77M	Hold	23,840	–	–	0.22%	56
2025 Q3	$1.73M	Hold	23,840	–	–	0.21%	62
2025 Q2	$1.6M	Hold	23,840	–	–	0.22%	60
2025 Q1	$1.44M	Hold	23,840	–	–	0.35%	24
2024 Q4	$1.52M	Sell	23,840 -40	-0.2%	-$2.56K	0.36%	24
2024 Q3	$1.49M	Sell	23,880 -186	-0.8%	-$11.1K	0.36%	24
2024 Q2	$1.42M	Buy	24,066 +11,557	+92%	+$657K	0.37%	24
2024 Q1	$713K	Sell	12,509 -12,001	-49%	-$650K	0.54%	23
2023 Q4	$1.27M	Buy	24,510 +3	+0%	+$145	0.47%	22
2023 Q3	$1.14M	Buy	24,507 +518	+2%	+$25.1K	0.45%	23
2023 Q2	$1.16M	Buy	23,989 +2	+0%	+$91	0.48%	23
2023 Q1	$1.07M	Buy	23,987 +3	+0%	+$130	0.58%	25
2022 Q4	$998K	Buy	+23,984	New	+$1M	0.63%	23

Other funds holding DFUS

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

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

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return