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Claris Financial’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Claris Financial’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$670K Buy
17,230
+32
+0.2% +$1.29K 0.37% 71
2025
Q4 		$681K Buy
17,198
+9,078
+112% +$354K 0.36% 73
2025
Q3 		$313K Buy
+8,120
New +$303K 0.18% 119

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Claris Financial's DFAC Position: Q1 2026 in Review

Claris Financial increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.19% in Q1 2026, buying an estimated $1.29K and bringing the position to 17,230 shares worth $670K. The position accounts for 0.37% of the portfolio, ranked #71.

Claris Financial first reported a position in DFAC in Q3 2025 and has held it in 3 quarters since. The position peaked at $681K in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Claris Financial held 17,230 shares of Dimensional US Core Equity 2 ETF worth $670K as of Q1 2026.
  • Claris Financial bought 32 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.29K.
  • Dimensional US Core Equity 2 ETF made up 0.37% of Claris Financial's portfolio in Q1 2026, its #71 holding.
  • Claris Financial first reported a position in Dimensional US Core Equity 2 ETF in Q3 2025 and has held it in 3 quarters since.
  • Claris Financial's Dimensional US Core Equity 2 ETF position peaked at $681K in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.