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Claris Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

Claris Advisors’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$213K Sell
8,141
-572
-7% -$14.7K 0.06% 71
2026
Q1 		$206K Buy
+8,713
New +$209K 0.06% 69
2025
Q4 		– Sell
-8,713
Closed -$204K – 70
2025
Q3 		$204K Hold
8,713
– – 0.07% 71
2025
Q2 		$204K Sell
8,713
-215
-2% -$4.99K 0.07% 71
2025
Q1 		$212K Buy
+8,928
New +$211K 0.08% 74
2024
Q4 		– Sell
-7,966
Closed -$204K – 349
2024
Q3 		$204K Buy
+7,966
New +$193K 0.09% 60

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Claris Advisors's DFAR Position: Q2 2026 in Review

Claris Advisors reduced its Dimensional US Real Estate ETF (DFAR) stake by 6.6% in Q2 2026, selling an estimated $14.7K and leaving 8,141 shares worth $213K. The position accounts for 0.06% of the portfolio, ranked #71.

Claris Advisors first reported a position in DFAR in Q3 2024 and has held it in 6 quarters since. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Claris Advisors held 8,141 shares of Dimensional US Real Estate ETF worth $213K as of Q2 2026.
  • Claris Advisors sold 572 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $14.7K.
  • Dimensional US Real Estate ETF made up 0.06% of Claris Advisors's portfolio in Q2 2026, its #71 holding.
  • Claris Advisors first reported a position in Dimensional US Real Estate ETF in Q3 2024 and has held it in 6 quarters since.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.