AFC
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Ares Financial Consulting’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Ares Financial Consulting’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.47M Buy
108,404
+3,896
+4% +$163K 3.21% 5
2026
Q1 		$4.36M Buy
104,508
+5,258
+5% +$220K 3.43% 4
2025
Q4 		$4.12M Buy
+99,250
New +$4.18M 3.93% 4

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
SC
Scratch Capital Boise, Idaho $201M AUM 19.88% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $356M AUM 16.73% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

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

Ares Financial Consulting increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 3.7% in Q2 2026, buying an estimated $163K and bringing the position to 108,404 shares worth $4.47M. The position accounts for 3.21% of the portfolio, ranked #5.

Ares Financial Consulting first reported a position in DFIP in Q4 2025 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Ares Financial Consulting held 108,404 shares of Dimensional Inflation-Protected Securities ETF worth $4.47M as of Q2 2026.
  • Ares Financial Consulting bought 3,896 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $163K.
  • Dimensional Inflation-Protected Securities ETF made up 3.21% of Ares Financial Consulting's portfolio in Q2 2026, its #5 holding.
  • Ares Financial Consulting first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

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