DFAC β€” DIMENSIONAL ETF TRUST

Ownership history in CLARIS ADVISORS, LLC / MO /  Β·  17 quarters on record

AI Ownership Summary

CLARIS ADVISORS, LLC / MO / reported DIMENSIONAL ETF TRUST (DFAC) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 26.53% in 2024 Q4. The latest visible filing shows DFAC at 19.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLARIS ADVISORS, LLC / MO /'s position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFAC was reported at 19.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
26.53% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CLARIS ADVISORS, LLC / MO / held DFAC β€” position size vs. price
% of Fund (quarterly)    DFAC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,647,505 -23,526 -1.4% 19.88% $65.2M 2026-02-14 (Est.) $40.69
2025 Q3 UNCHANGED 1,671,031 β€” 0% 20.82% $59.9M 2025-10-06 $38.66
2025 Q2 REDUCED 1,671,031 -358,352 -17.7% 20.84% $59.9M 2025-07-17 $36.27
2025 Q1 REDUCED 2,029,383 -10,165 -0.5% 24.94% $66.9M 2025-04-17 $30.54
2024 Q4 ADDED 2,039,548 +384,705 +23.2% 26.53% $70.5M 2025-02-07 $35.11
2024 Q3 ADDED 1,654,843 +60,357 +3.8% 24.61% $56.7M 2024-10-31 $33.48
2024 Q2 REDUCED 1,594,486 -33,407 -2.1% 26.49% $51.4M 2024-08-02 $31.41
2024 Q1 ADDED 1,627,893 +23,640 +1.5% 26.23% $52.0M 2024-04-25 $29.95
2023 Q4 REDUCED 1,604,253 -13,646 -0.8% 25.95% $46.9M 2024-02-06 $29.04
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CLARIS ADVISORS, LLC / MO / and DFAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has CLARIS ADVISORS, LLC / MO / reported owning DFAC?

CLARIS ADVISORS, LLC / MO / reported DFAC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFAC position in CLARIS ADVISORS, LLC / MO /'s portfolio?

The largest reported portfolio weight for DFAC was 26.53% in 2024 Q4.

What is the latest reported DFAC position on this page?

The most recent filing on this page is 2025 Q4, when CLARIS ADVISORS, LLC / MO / reported 1,647,505 shares, equal to 19.88% of portfolio, with an estimated market value of $65.2M.

What does the chart on this DFAC ownership page compare?

The chart compares CLARIS ADVISORS, LLC / MO /'s quarterly DFAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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