CA
DFUS

Claris Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Claris Advisors’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.9M Buy
308,441
+17,643
+6% +$1.31M 6.55% 3
2025
Q4 		$21.6M Buy
290,798
+61,355
+27% +$4.51M 6.57% 3
2025
Q3 		$15.4M Hold
229,443
– – 5.35% 6
2025
Q2 		$15.4M Sell
229,443
-20,749
-8% -$1.28M 5.35% 6
2025
Q1 		$15.1M Buy
250,192
+23,314
+10% +$1.49M 5.64% 5
2024
Q4 		$14.5M Buy
226,878
+501
+0.2% +$32.1K 5.44% 5
2024
Q3 		$14.1M Buy
226,377
+26
+0% +$1.56K 6.11% 5
2024
Q2 		$13.3M Buy
226,351
+35
+0% +$1.99K 6.86% 4
2024
Q1 		$12.9M Sell
226,316
-4,116
-2% -$223K 6.5% 5
2023
Q4 		$11.9M Buy
230,432
+4,447
+2% +$215K 6.61% 5
2023
Q3 		$10.5M Buy
225,985
+685
+0.3% +$33.1K 6.72% 6
2023
Q2 		$10.9M Buy
225,300
+534
+0.2% +$24.3K 7.52% 5
2023
Q1 		$9.99M Buy
224,766
+3,177
+1% +$138K 7.41% 5
2022
Q4 		$9.22M Sell
221,589
-7,314
-3% -$306K 8.75% 4
2022
Q3 		$8.89M Buy
228,903
+7,500
+3% +$323K 10.21% 3
2022
Q2 		$9.02M Buy
221,403
+1,968
+0.9% +$87.2K 9.76% 4
2022
Q1 		$10.8M Buy
219,435
+2,520
+1% +$122K 11.47% 2
2021
Q4 		$11.2M Buy
+216,915
New +$10.9M 11.87% 2

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Claris Advisors's DFUS Position: Q1 2026 in Review

Claris Advisors increased its Dimensional US Equity ETF (DFUS) stake by 6.1% in Q1 2026, buying an estimated $1.31M and bringing the position to 308,441 shares worth $21.9M. The position accounts for 6.55% of the portfolio, ranked #3.

Claris Advisors first reported a position in DFUS in Q4 2021 and has held it in 18 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Claris Advisors held 308,441 shares of Dimensional US Equity ETF worth $21.9M as of Q1 2026.
  • Claris Advisors bought 17,643 Dimensional US Equity ETF shares in Q1 2026, an estimated $1.31M.
  • Dimensional US Equity ETF made up 6.55% of Claris Advisors's portfolio in Q1 2026, its #3 holding.
  • Claris Advisors first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

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