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 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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Claris Advisors's DFAR Position: Q1 2026 in Review

Claris Advisors opened a new position in Dimensional US Real Estate ETF (DFAR) in Q1 2026: 8,713 shares worth $206K. The stake represents 0.06% of the portfolio and ranks #69 among its holdings. This is a return to the name: Claris Advisors previously reported a position in DFAR as recently as Q3 2025.

Claris Advisors first reported a position in DFAR in Q3 2024 and has held it in 5 quarters since. The position peaked at $212K in Q1 2025. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

Claris Advisors held 8,713 shares of Dimensional US Real Estate ETF worth $206K as of Q1 2026.
Dimensional US Real Estate ETF was a new Claris Advisors position in Q1 2026.
Dimensional US Real Estate ETF made up 0.06% of Claris Advisors's portfolio in Q1 2026, its #69 holding.
Claris Advisors first reported a position in Dimensional US Real Estate ETF in Q3 2024 and has held it in 5 quarters since.
Claris Advisors's Dimensional US Real Estate ETF position peaked at $212K in Q1 2025.
286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.