AFC
DFAC icon

Ares Financial Consulting’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Ares Financial Consulting’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.95M Sell
66,568
-5,068
-7% -$217K 2.12% 11
2026
Q1 		$2.8M Sell
71,636
-7,198
-9% -$290K 2.2% 11
2025
Q4 		$3.12M Buy
+78,834
New +$3.08M 2.97% 8

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Ares Financial Consulting's DFAC Position: Q2 2026 in Review

Ares Financial Consulting reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 7.1% in Q2 2026, selling an estimated $217K and leaving 66,568 shares worth $2.95M. The position accounts for 2.12% of the portfolio, ranked #11.

Ares Financial Consulting first reported a position in DFAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.12M in Q4 2025. 757 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Ares Financial Consulting held 66,568 shares of Dimensional US Core Equity 2 ETF worth $2.95M as of Q2 2026.
  • Ares Financial Consulting sold 5,068 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $217K.
  • Dimensional US Core Equity 2 ETF made up 2.12% of Ares Financial Consulting's portfolio in Q2 2026, its #11 holding.
  • Ares Financial Consulting first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Dimensional US Core Equity 2 ETF position peaked at $3.12M in Q4 2025.
  • 757 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.