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Ares Financial Consulting’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Ares Financial Consulting’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.97M Buy
71,147
+424
+0.6% +$28.3K 3.57% 3
2026
Q1 		$4.43M Buy
70,723
+4,447
+7% +$282K 3.48% 3
2025
Q4 		$3.95M Buy
+66,276
New +$3.87M 3.76% 6

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return

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

Ares Financial Consulting increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.6% in Q2 2026, buying an estimated $28.3K and bringing the position to 71,147 shares worth $4.97M. The position accounts for 3.57% of the portfolio, ranked #3.

Ares Financial Consulting first reported a position in DFAT in Q4 2025 and has held it in 3 quarters since. 517 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Ares Financial Consulting held 71,147 shares of Dimensional US Targeted Value ETF worth $4.97M as of Q2 2026.
  • Ares Financial Consulting bought 424 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $28.3K.
  • Dimensional US Targeted Value ETF made up 3.57% of Ares Financial Consulting's portfolio in Q2 2026, its #3 holding.
  • Ares Financial Consulting first reported a position in Dimensional US Targeted Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 517 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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