AFC
DFCF icon

Ares Financial Consulting’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Ares Financial Consulting’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1M Hold
23,791
– – 0.72% 27
2026
Q1 		$1M Sell
23,791
-100
-0.4% -$4.27K 0.79% 27
2025
Q4 		$1.02M Buy
+23,891
New +$1.02M 0.97% 21

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FMI
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PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

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

Ares Financial Consulting held its Dimensional Core Fixed Income ETF (DFCF) position steady in Q2 2026 at 23,791 shares worth $1M. The position accounts for 0.72% of the portfolio, ranked #27.

Ares Financial Consulting first reported a position in DFCF in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q4 2025. 300 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Ares Financial Consulting held 23,791 shares of Dimensional Core Fixed Income ETF worth $1M as of Q2 2026.
  • Ares Financial Consulting left its Dimensional Core Fixed Income ETF share count unchanged in Q2 2026.
  • Dimensional Core Fixed Income ETF made up 0.72% of Ares Financial Consulting's portfolio in Q2 2026, its #27 holding.
  • Ares Financial Consulting first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Dimensional Core Fixed Income ETF position peaked at $1.02M in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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