AWM
DFUS

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

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Arista Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 2.2% in Q2 2026, selling an estimated $175K and leaving 97,246 shares worth $7.97M. The position accounts for 0.86% of the portfolio, ranked #22.

Arista Wealth Management first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Arista Wealth Management held 97,246 shares of Dimensional US Equity ETF worth $7.97M as of Q2 2026.
  • Arista Wealth Management sold 2,216 Dimensional US Equity ETF shares in Q2 2026, an estimated $175K.
  • Dimensional US Equity ETF made up 0.86% of Arista Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Arista Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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