AFC
DFGR icon

Ares Financial Consulting’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Ares Financial Consulting’s Portfolio DFGR Stock Details DFGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$806K Buy
27,805
+1,939
+7% +$55.5K 0.58% 32
2026
Q1 		$692K Buy
25,866
+7,126
+38% +$195K 0.54% 35
2025
Q4 		$495K Buy
+18,740
New +$505K 0.47% 44

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

Ares Financial Consulting increased its Dimensional Global Real Estate ETF (DFGR) stake by 7.5% in Q2 2026, buying an estimated $55.5K and bringing the position to 27,805 shares worth $806K. The position accounts for 0.58% of the portfolio, ranked #32.

Ares Financial Consulting first reported a position in DFGR in Q4 2025 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Ares Financial Consulting held 27,805 shares of Dimensional Global Real Estate ETF worth $806K as of Q2 2026.
  • Ares Financial Consulting bought 1,939 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $55.5K.
  • Dimensional Global Real Estate ETF made up 0.58% of Ares Financial Consulting's portfolio in Q2 2026, its #32 holding.
  • Ares Financial Consulting first reported a position in Dimensional Global Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

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