Ares Financial Consulting
DFIV icon

Ares Financial Consulting’s Dimensional International Value ETF DFIV Stock Holding History

Ares Financial Consulting’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$329K Sell
5,883
-5,783
-50% -$330K 0.23% 60
2026
Q2 		$630K Buy
11,666
+153
+1% +$8.41K 0.45% 38
2026
Q1 		$614K Sell
11,513
-59
-0.5% -$3.13K 0.48% 38
2025
Q4 		$577K Buy
+11,572
New +$550K 0.55% 36

Other funds holding DFIV

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

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

Ares Financial Consulting reduced its Dimensional International Value ETF (DFIV) stake by 50% in Q3 2026, selling an estimated $330K and leaving 5,883 shares worth $329K. The position accounts for 0.23% of the portfolio, ranked #60.

Ares Financial Consulting first reported a position in DFIV in Q4 2025 and has held it in 4 quarters since. The position peaked at $630K in Q2 2026. 552 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Ares Financial Consulting held 5,883 shares of Dimensional International Value ETF worth $329K as of Q3 2026.
  • Ares Financial Consulting sold 5,783 Dimensional International Value ETF shares in Q3 2026, an estimated $330K.
  • Dimensional International Value ETF made up 0.23% of Ares Financial Consulting's portfolio in Q3 2026, its #60 holding.
  • Ares Financial Consulting first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Dimensional International Value ETF position peaked at $630K in Q2 2026.
  • 552 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

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