Claris Advisors, LLC Purchases in Q1 2025

Claris Advisors, LLC

  • $232 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
26K
+ 7.47%
$35.33 - $40.77 $920K - $1.06M
375K $14.8M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
33.7K
+ 8.58%
$39.96 - $43.3 $1.35M - $1.46M
426K $17.6M
DFAI
Dimensional ETF Tr

ETFs
30.9K
+ 38.74%
$28.88 - $32.4 $892K - $1M
111K $3.46M
AVDV
American Centy ETF Tr Avantis

ETFs
12.8K
+ 38.25%
$63.74 - $71.96 $815K - $921K
46.2K $3.22M
AVUV
American Centy ETF Tr Avantis

ETFs
12.2K
+ 141.74%
$84.95 - $100.62 $1.04M - $1.23M
20.8K $1.81M
DFUS
Dimensional ETF Tr U S Equity

ETFs
23.3K
+ 10.28%
$59.61 - $66.71 $1.39M - $1.56M
250K $15.1M
DFAE
Dimensional ETF Tr

ETFs
21.6K
+ 27.07%
$24.64 - $26.86 $533K - $581K
102K $2.63M
HD
Home Depot, Inc.

Consumer Cyclical
1.36K
New
$347.25 - $424.87 $474K - $580K
1.36K $499K
CSCO
Cisco Systems, Inc.

Technology
6.3K
+ 123.71%
$58.74 - $64.87 $370K - $408K
11.4K $702K
MSFT
Microsoft Corp

Technology
1.67K
+ 30.96%
$375.39 - $447.2 $625K - $745K
7.05K $2.65M
WMT
Walmart Inc.

Consumer Defensive
3.44K
+ 53.26%
$84.5 - $105.05 $291K - $362K
9.91K $869K
VEA
Vanguard Ftse Developed Market

ETFs
5.27K
New
$47.4 - $52.99 $250K - $279K
5.27K $270K
VGIT
Vanguard Intermediate Term Tre

ETFs
3.43K
+ 8.94%
$57.44 - $59.4 $197K - $204K
41.8K $2.48M
IEMG
Ishares Inc

ETFs
4.54K
New
N/A
4.54K $243K
MDT
Medtronic PLC

Healthcare
2.62K
New
$79.84 - $94.5 $209K - $247K
2.62K $235K
ADBE
Adobe Inc.

Technology
606
New
$377.84 - $464.11 $229K - $281K
606 $232K
V
Visa Inc.

Financial Services
632
New
$306.92 - $362.71 $194K - $229K
632 $221K
DFAR
Dimensional ETF Tr Dimensional

ETFs
8.93K
New
$22.35 - $24.52 $200K - $219K
8.93K $212K
BA
Boeing CO

Industrials
1.17K
+ 56.94%
$148.15 - $186.25 $174K - $219K
3.24K $551K
DFAS
Dimensional ETF Tr U S Small C

ETFs
12.5K
+ 11.91%
$58.81 - $68.2 $735K - $852K
117K $7.02M
DFSD
Dimensional ETF Tr Short Durat

ETFs
3.36K
+ 8.28%
$46.74 - $47.55 $157K - $160K
44K $2.09M
IDEV
Ishares Core Msci Intl Develop

ETFs
584
+ 2.02%
$63.77 - $71.36 $37.2K - $41.7K
29.6K $2.04M
META
Meta Platforms, Inc.

Communication Services
200
+ 9.62%
$576.36 - $736.67 $115K - $147K
2.28K $1.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
25
+ 2.78%
$442.66 - $534.52 $11.1K - $13.4K
923 $491K
CI
Cigna Corp

Healthcare
100
+ 12.15%
$274.49 - $329.0 $27.4K - $32.9K
923 $303K
DFAU
Dimensional ETF Tr

ETFs
7.18K
+ 7.21%
$37.84 - $42.29 $272K - $304K
107K $4.1M
JNJ
Johnson & Johnson

Healthcare
118
+ 5.71%
$142.06 - $167.7 $16.8K - $19.8K
2.18K $362K
KO
Coca Cola CO

Consumer Defensive
329
+ 9.0%
$60.81 - $72.32 $20K - $23.8K
3.99K $285K
UNH
Unitedhealth Group Inc

Healthcare
38
+ 2.4%
$461.52 - $548.18 $17.5K - $20.8K
1.62K $848K
ADP
Automatic Data Processing Inc

Industrials
84
+ 8.05%
$286.85 - $318.64 $24.1K - $26.8K
1.13K $344K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
457
+ 5.13%
$48.43 - $49.9 $22.1K - $22.8K
9.36K $466K
PEP
Pepsico Inc

Consumer Defensive
137
+ 6.7%
$142.64 - $156.42 $19.5K - $21.4K
2.18K $327K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
32
+ 0.7%
$77.7 - $78.94 $2.49K - $2.53K
4.62K $364K
BDX
Becton Dickinson & CO

Healthcare
2
+ 0.15%
$222.79 - $249.08 $446 - $498
1.35K $309K
Ea Series Trust
10.6K
+ 0.61%
N/A
1.75M $0
Dimensional ETF Trust
21.3K
+ 49.78%
N/A
64.2K $0
MRK
Merck & Co., Inc.

Healthcare
187
+ 6.93%
$83.01 - $101.02 $15.5K - $18.9K
2.88K $258K
BAC
Bank Of America Corp

Financial Services
17
+ 0.25%
$39.61 - $47.74 $673 - $812
6.71K $280K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
36
+ 0.31%
$21.23 - $23.75 $764 - $855
11.7K $251K
EFSC
Enterprise Financial Services Corp

Financial Services
4
+ 0.07%
$53.74 - $61.95 $215 - $248
5.63K $302K
AXP
American Express CO

Financial Services
1
+ 0.05%
$255.39 - $325.87 $255 - $326
2.22K $597K
EMR
Emerson Electric CO

Industrials
210
+ 3.53%
$108.64 - $131.17 $22.8K - $27.5K
6.16K $675K
GOOGL
Alphabet Inc.

Communication Services
27
+ 0.66%
$154.33 - $206.19 $4.17K - $5.57K
4.14K $640K
DFAT
Dimensional ETF Tr U S Target

ETFs
39
+ 0.05%
$50.44 - $58.1 $1.97K - $2.27K
80.9K $4.17M
Activity Summary
Buys All Purchases 45 New Holdings 7 Increased Positions 38 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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