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 Q3	$4.7M	Buy	120,312 +11,908	+11%	+$481K	3.25%	5
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

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Scratch Capital Boise, Idaho $157M AUM 12.32% 1-Year Est. Return

Yardley Wealth Management Yardley, Pennsylvania $229M AUM 12.49% 1-Year Est. Return

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

New Dimensions Wealth Management Allen, Texas $139M AUM 11.49% 1-Year Est. Return

Ares Financial Consulting's DFIP Position: Q3 2026 in Review

Ares Financial Consulting increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 11% in Q3 2026, buying an estimated $481K and bringing the position to 120,312 shares worth $4.7M. The position accounts for 3.25% of the portfolio, ranked #5.

Ares Financial Consulting first reported a position in DFIP in Q4 2025 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

Ares Financial Consulting held 120,312 shares of Dimensional Inflation-Protected Securities ETF worth $4.7M as of Q3 2026.
Ares Financial Consulting bought 11,908 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $481K.
Dimensional Inflation-Protected Securities ETF made up 3.25% of Ares Financial Consulting's portfolio in Q3 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 4 quarters since.
100 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.