Claris Advisors, LLC Sells in Q2 2025

Claris Advisors, LLC

  • $261 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-358K
- 17.66%
$29.12 - $35.84 $10.4M - $12.8M
1.67M $59.9M
DFAX
Dimensional ETF Tr
-254K
- 35.86%
$23.37 - $29.39 $5.94M - $7.47M
455K $13.4M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-54.7K
- 28.45%
$23.4 - $29.68 $1.28M - $1.62M
138K $4.09M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-32.4K
- 7.6%
$36.25 - $42.28 $1.17M - $1.37M
394K $16.7M
AAPL
Apple Inc.

Technology
-3.44K
- 32.41%
$172.42 - $223.89 $592K - $769K
7.17K $1.47M
AXP
American Express CO

Financial Services
-1.58K
- 71.07%
$231.39 - $318.98 $365K - $503K
642 $204K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-13K
- 11.05%
$52.31 - $63.72 $679K - $827K
104K $6.66M
JPM
Jpmorgan Chase & CO

Financial Services
-1.31K
- 53.73%
$210.28 - $289.91 $276K - $380K
1.13K $327K
XOM
Exxon Mobil Corp

Energy
-1.71K
- 26.89%
$99.93 - $119.04 $170K - $203K
4.64K $499K
CSCO
Cisco Systems, Inc.

Technology
-4.36K
- 38.28%
$53.19 - $69.38 $232K - $302K
7.03K $487K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-6.03K
- 11.47%
$108.12 - $135.04 $652K - $814K
46.5K $6.28M
NVDA
Nvidia Corp

Technology
-2.71K
- 44.03%
$94.31 - $157.99 $255K - $428K
3.44K $543K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-145
- 15.71%
$483.48 - $539.8 $70.1K - $78.3K
778 $377K
LLY
Eli Lilly & CO

Healthcare
-94
- 17.22%
$713.71 - $898.95 $67.1K - $84.5K
452 $352K
KO
Coca Cola CO

Consumer Defensive
-701
- 17.59%
$68.37 - $73.9 $47.9K - $51.8K
3.29K $232K
PFE
Pfizer Inc

Healthcare
-871
- 3.39%
$21.59 - $24.84 $18.8K - $21.6K
24.8K $601K
GOOGL
Alphabet Inc.

Communication Services
-719
- 17.37%
$144.7 - $178.6 $104K - $128K
3.42K $602K
ADBE
Adobe Inc.

Technology
-80
- 13.2%
$340.0 - $420.68 $27.2K - $33.7K
526 $203K
PCAR
Paccar Inc

Industrials
-108
- 1.5%
$86.4 - $99.09 $9.33K - $10.7K
7.1K $675K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.32K
- 14.5%
$167.32 - $223.3 $221K - $295K
7.78K $1.71M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-215
- 2.41%
$20.99 - $23.93 $4.51K - $5.14K
8.71K $204K
CI
Cigna Corp

Healthcare
-15
- 1.63%
$301.89 - $340.04 $4.53K - $5.1K
908 $300K
Ea Series Trust
-566K
- 32.3%
N/A
1.19M $0
WMT
Walmart Inc.

Consumer Defensive
-87
- 0.88%
$81.79 - $99.98 $7.12K - $8.7K
9.82K $960K
CAT
Caterpillar Inc

Industrials
-176
- 6.02%
$273.94 - $388.21 $48.2K - $68.3K
2.75K $1.07M
BA
Boeing CO

Industrials
-62
- 1.92%
$136.59 - $217.51 $8.47K - $13.5K
3.17K $665K
META
Meta Platforms, Inc.

Communication Services
-343
- 15.04%
$484.66 - $738.09 $166K - $253K
1.94K $1.43M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-20.7K
- 8.29%
$53.65 - $67.02 $1.11M - $1.39M
229K $15.4M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-8.32K
- 2.68%
$29.36 - $35.56 $244K - $296K
302K $10.8M
DISV
Dimensional ETF Tr Dimensional

ETFs
-14.2K
- 5.77%
$25.93 - $32.91 $369K - $468K
232K $7.65M
MSFT
Microsoft Corp

Technology
-722
- 10.24%
$354.56 - $497.45 $256K - $359K
6.33K $3.15M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-3.45K
- 1.42%
$24.32 - $29.74 $83.9K - $103K
239K $7.06M
Activity Summary
Buys All Purchases 37 New Holdings 13 Increased Positions 24 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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