Claris Advisors, LLC has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $164 Million distributed in 56 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $51.4M, Dimensional ETF Tr Us Marketwi with a value of $15.1M, Dimensional ETF Tr U S Equity with a value of $13.3M, Dimensional ETF Tr with a value of $12.9M, and Dimensional ETF Tr with a value of $11.8M.
Examining the 13F form we can see an decrease of $2.44M in the current position value, from $167M to 164M.
Below you can find more details about Claris Advisors, LLC portfolio as well as his latest detailed transactions.