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

Claro 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 Q3	$3.45M	Buy	+41,559	New	+$3.45M	0.34%	61

Other funds holding DFUS

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Claro Advisors's DFUS Position: Q3 2026 in Review

Claro Advisors opened a new position in Dimensional US Equity ETF (DFUS) in Q3 2026: 41,559 shares worth $3.45M. The stake represents 0.34% of the portfolio and ranks #61 among its holdings.

512 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Claro Advisors held 41,559 shares of Dimensional US Equity ETF worth $3.45M as of Q3 2026.
Dimensional US Equity ETF was a new Claro Advisors position in Q3 2026.
Dimensional US Equity ETF made up 0.34% of Claro Advisors's portfolio in Q3 2026, its #61 holding.
512 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.