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Claris Financial’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Claris Financial’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$417K Buy
9,252
+1,004
+12% +$47.2K 0.23% 101
2025
Q4 		$386K Buy
+8,248
New +$382K 0.21% 106

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

Claris Financial's DFAU Position: Q1 2026 in Review

Claris Financial increased its Dimensional US Core Equity Market ETF (DFAU) stake by 12% in Q1 2026, buying an estimated $47.2K and bringing the position to 9,252 shares worth $417K. The position accounts for 0.23% of the portfolio, ranked #101.

Claris Financial first reported a position in DFAU in Q4 2025 and has held it in 2 quarters since. 575 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Claris Financial held 9,252 shares of Dimensional US Core Equity Market ETF worth $417K as of Q1 2026.
  • Claris Financial bought 1,004 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $47.2K.
  • Dimensional US Core Equity Market ETF made up 0.23% of Claris Financial's portfolio in Q1 2026, its #101 holding.
  • Claris Financial first reported a position in Dimensional US Core Equity Market ETF in Q4 2025 and has held it in 2 quarters since.
  • 575 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

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