Claris Financial’s Dimensional US Small Cap ETF DFAS Stock Holding History

Claris Financial’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$338K	Buy	+4,751	New	+$349K	0.18%	118

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Claris Financial's DFAS Position: Q1 2026 in Review

Claris Financial opened a new position in Dimensional US Small Cap ETF (DFAS) in Q1 2026: 4,751 shares worth $338K. The stake represents 0.18% of the portfolio and ranks #118 among its holdings.

888 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Claris Financial held 4,751 shares of Dimensional US Small Cap ETF worth $338K as of Q1 2026.
Dimensional US Small Cap ETF was a new Claris Financial position in Q1 2026.
Dimensional US Small Cap ETF made up 0.18% of Claris Financial's portfolio in Q1 2026, its #118 holding.
888 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

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