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Ares Financial Consulting’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Ares Financial Consulting’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Sell
21,124
-8,847
-30% -$443K 0.78% 26
2026
Q1 		$1.36M Buy
29,971
+8
+0% +$376 1.07% 23
2025
Q4 		$1.4M Buy
+29,963
New +$1.39M 1.34% 16

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Ares Financial Consulting reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 30% in Q2 2026, selling an estimated $443K and leaving 21,124 shares worth $1.09M. The position accounts for 0.78% of the portfolio, ranked #26.

Ares Financial Consulting first reported a position in DFAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.4M in Q4 2025. 353 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Ares Financial Consulting held 21,124 shares of Dimensional US Core Equity Market ETF worth $1.09M as of Q2 2026.
  • Ares Financial Consulting sold 8,847 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $443K.
  • Dimensional US Core Equity Market ETF made up 0.78% of Ares Financial Consulting's portfolio in Q2 2026, its #26 holding.
  • Ares Financial Consulting first reported a position in Dimensional US Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Dimensional US Core Equity Market ETF position peaked at $1.4M in Q4 2025.
  • 353 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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