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Claris Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Claris Advisors’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.1M Sell
394,038
-5,745
-1% -$282K 5.71% 5
2025
Q4 		$18.6M Buy
399,783
+5,806
+1% +$263K 5.68% 5
2025
Q3 		$16.7M Hold
393,977
– – 5.79% 4
2025
Q2 		$16.7M Sell
393,977
-32,408
-8% -$1.3M 5.8% 4
2025
Q1 		$17.6M Buy
426,385
+33,689
+9% +$1.41M 6.55% 4
2024
Q4 		$16.1M Buy
392,696
+832
+0.2% +$35.3K 6.04% 4
2024
Q3 		$16.3M Buy
391,864
+6,510
+2% +$263K 7.08% 3
2024
Q2 		$15.1M Sell
385,354
-5,889
-2% -$233K 7.8% 3
2024
Q1 		$16M Sell
391,243
-165
-0% -$6.3K 8.07% 3
2023
Q4 		$14.6M Sell
391,408
-2,286
-0.6% -$78.7K 8.06% 3
2023
Q3 		$13.4M Buy
393,694
+8,902
+2% +$312K 8.55% 3
2023
Q2 		$13.3M Buy
384,792
+3,604
+0.9% +$120K 9.2% 3
2023
Q1 		$12.8M Buy
381,188
+6,420
+2% +$220K 9.47% 3
2022
Q4 		$12.5M Sell
374,768
-3,725
-1% -$124K 11.91% 2
2022
Q3 		$11.2M Buy
378,493
+7,801
+2% +$254K 12.88% 2
2022
Q2 		$11.7M Buy
+370,692
New +$12.3M 12.68% 2

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Claris Advisors's DFUV Position: Q1 2026 in Review

Claris Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.4% in Q1 2026, selling an estimated $282K and leaving 394,038 shares worth $19.1M. The position accounts for 5.71% of the portfolio, ranked #5.

Claris Advisors first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Claris Advisors held 394,038 shares of Dimensional US Marketwide Value ETF worth $19.1M as of Q1 2026.
  • Claris Advisors sold 5,745 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $282K.
  • Dimensional US Marketwide Value ETF made up 5.71% of Claris Advisors's portfolio in Q1 2026, its #5 holding.
  • Claris Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

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