AFC
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Ares Financial Consulting’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Ares Financial Consulting’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$150K Buy
2,723
+5
+0.2% +$263 0.11% 106
2026
Q1 		$132K Buy
2,718
+6
+0.2% +$294 0.1% 105
2025
Q4 		$126K Buy
+2,712
New +$123K 0.12% 96

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SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Ares Financial Consulting increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.18% in Q2 2026, buying an estimated $263 and bringing the position to 2,723 shares worth $150K. The position accounts for 0.11% of the portfolio, ranked #106.

Ares Financial Consulting first reported a position in DFUV in Q4 2025 and has held it in 3 quarters since. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Ares Financial Consulting held 2,723 shares of Dimensional US Marketwide Value ETF worth $150K as of Q2 2026.
  • Ares Financial Consulting bought 5 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $263.
  • Dimensional US Marketwide Value ETF made up 0.11% of Ares Financial Consulting's portfolio in Q2 2026, its #106 holding.
  • Ares Financial Consulting first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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