Claris Advisors, LLC Incresed Positions in Q4 2025

Claris Advisors, LLC

  • $290 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
61.4K
+ 26.74%
$71.0 - $74.64 $4.36M - $4.58M
291K $21.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
27.4K
+ 48.46%
$59.84 - $60.54 $1.64M - $1.66M
83.9K $5.03M
AVDV
American Centy ETF Tr Avantis

ETFs
17.2K
+ 34.97%
$87.37 - $90.92 $1.5M - $1.56M
66.3K $5.98M
DFSD
Dimensional ETF Tr Short Durat

ETFs
29.1K
+ 51.18%
$48.17 - $48.5 $1.4M - $1.41M
86.1K $4.15M
DIHP
Dimensional ETF Tr Dimensional

ETFs
38.6K
+ 16.14%
$30.11 - $31.43 $1.16M - $1.21M
278K $8.65M
DFAI
Dimensional ETF Tr

ETFs
28K
+ 10.53%
$35.82 - $37.52 $1M - $1.05M
294K $10.9M
DFAE
Dimensional ETF Tr

ETFs
20.7K
+ 8.95%
$30.74 - $33.05 $636K - $684K
252K $8.18M
IDEV
Ishares Core Msci Intl Develop

ETFs
10.2K
+ 32.95%
$79.1 - $82.39 $805K - $839K
41.1K $3.34M
DUHP
Dimensional ETF Tr Dimensional

ETFs
19.9K
+ 6.58%
$37.18 - $38.47 $739K - $765K
322K $12.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
16.8K
+ 12.24%
$31.28 - $33.46 $527K - $564K
155K $5.11M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5.81K
+ 1.47%
$43.57 - $45.71 $253K - $265K
400K $18M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
8.14K
+ 79.15%
$47.98 - $48.33 $391K - $394K
18.4K $888K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.97K
+ 4.18%
$142.79 - $150.05 $282K - $296K
49.3K $7.21M
CAT
Caterpillar Inc

Industrials
52
+ 1.89%
$480.82 - $585.49 $25K - $30.4K
2.8K $1.54M
LLY
Eli Lilly & CO

Healthcare
3
+ 0.66%
$799.57 - $1025.28 $2.4K - $3.08K
455 $464K
GOOGL
Alphabet Inc.

Communication Services
18
+ 0.53%
$236.57 - $291.31 $4.26K - $5.24K
3.44K $950K
MSFT
Microsoft Corp

Technology
359
+ 5.67%
$496.82 - $542.07 $178K - $195K
6.69K $3.39M
NVDA
Nvidia Corp

Technology
184
+ 5.35%
$179.83 - $207.04 $33.1K - $38.1K
3.63K $676K
AXP
American Express CO

Financial Services
59
+ 9.19%
$316.26 - $372.77 $18.7K - $22K
701 $239K
EFV
Msci Eafe Value ETF

ETFs
88
+ 1.13%
$66.73 - $70.99 $5.87K - $6.25K
7.85K $551K
DFSV
Dimensional ETF Tr Dimensional

ETFs
810
+ 5.06%
$30.55 - $32.35 $24.7K - $26.2K
16.8K $528K
AVUV
American Centy ETF Tr Avantis

ETFs
3.16K
+ 2.1%
$95.19 - $100.66 $301K - $318K
154K $15M
GD
General Dynamics Corp

Industrials
10
+ 1.38%
$330.59 - $353.77 $3.31K - $3.54K
733 $252K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
72
+ 0.61%
$25.2 - $26.46 $1.81K - $1.91K
11.9K $306K
AVUS
American Centy ETF Tr Avantis

ETFs
6
+ 0.18%
$105.96 - $111.17 $636 - $667
3.29K $359K
HD
Home Depot, Inc.

Consumer Cyclical
245
+ 13.28%
$358.03 - $397.02 $87.7K - $97.3K
2.09K $748K
Dimensional ETF Trust
22.5K
+ 29.88%
N/A
97.9K $0
Ea Series Trust
35.2K
+ 2.97%
N/A
1.22M $0
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1
+ 0.03%
$75.19 - $77.98 $75.2 - $78
2.89K $220K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.74K
+ 1.66%
$66.04 - $69.67 $115K - $121K
106K $7.13M
CBSH
Commerce Bancshares Inc

Financial Services
357
+ 4.98%
$52.19 - $59.46 $18.6K - $21.2K
7.53K $402K
DFAT
Dimensional ETF Tr U S Target

ETFs
489
+ 0.52%
$55.75 - $58.83 $27.3K - $28.8K
93.7K $5.34M
META
Meta Platforms, Inc.

Communication Services
48
+ 2.48%
$609.01 - $751.67 $29.2K - $36.1K
1.99K $1.21M
Activity Summary
Buys All Purchases 36 New Holdings 2 Increased Positions 34 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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