Arista Wealth Management Q2 2026 Investment Activity: Significant ETF Purchases and Sales

As of June 30, 2026, Arista Wealth Management's portfolio held a total value of $913.94 million. The investment firm demonstrated active management this quarter with substantial changes across various holdings.

The most significant movement involved the Dimensional Fund Trust ETFs (DFAU, DFSV, DFAI). Specifically:

• DFAU allocation increased to 11.74% of the portfolio.
• DFSV, representing Dimensional Small Value, saw its weight rise slightly to 9.01%, with a modest increase in shares.
• DFAI (Dimensional ETF Trust) allocation grew to 4.79% of the portfolio, reflecting an increase in holdings.

In addition to expanding Dimensional allocations, Arista Wealth Management also significantly increased its position in Vanguard's Admiral Fund Shares (VOOG). This ETF experienced a massive 486% increase in shares held by the firm during Q2.

Conversely, the investor divested from certain positions:

• ZIM Integrated Shipping Services (M9T951109), a stock with high volatility, was sold almost entirely, resulting in an allocation drop to just 0.02%.

Furthermore, the filing indicates activity on other Vanguard ETFs:

• Vanguard Index Funds (VUG) allocation increased to 2.74%.
• Vanguard Scottsdale Fund Shares ETF (VCIT) saw a moderate increase in its portfolio weight.

The investor also added exposure to other Dimensional products and Vanguard's VOOG, while exiting the shipping stock. The overall portfolio shows active management focused on specific sectors through ETF vehicles.