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Ares Financial Consulting’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Ares Financial Consulting’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$610K Buy
16,570
+172
+1% +$6.32K 0.44% 40
2026
Q1 		$564K Buy
16,398
+28
+0.2% +$974 0.44% 41
2025
Q4 		$536K Buy
+16,370
New +$522K 0.51% 40

Other funds holding DFAX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

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

Ares Financial Consulting increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 1% in Q2 2026, buying an estimated $6.32K and bringing the position to 16,570 shares worth $610K. The position accounts for 0.44% of the portfolio, ranked #40.

Ares Financial Consulting first reported a position in DFAX in Q4 2025 and has held it in 3 quarters since. 417 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Ares Financial Consulting held 16,570 shares of Dimensional World ex US Core Equity 2 ETF worth $610K as of Q2 2026.
  • Ares Financial Consulting bought 172 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $6.32K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.44% of Ares Financial Consulting's portfolio in Q2 2026, its #40 holding.
  • Ares Financial Consulting first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 417 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

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