Claris Advisors, LLC Purchases in Q4 2024

Claris Advisors, LLC

  • $227 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
385K
+ 23.25%
$33.92 - $36.6 $13M - $14.1M
2.04M $70.6M
DUHP
Dimensional ETF Tr Dimensional

ETFs
135K
+ 73.5%
$33.62 - $35.69 $4.52M - $4.8M
318K $10.7M
DFAX
Dimensional ETF Tr
195K
+ 34.98%
$24.76 - $27.04 $4.82M - $5.26M
751K $18.7M
DISV
Dimensional ETF Tr Dimensional

ETFs
121K
+ 85.65%
$26.18 - $28.77 $3.17M - $3.48M
262K $6.97M
DIHP
Dimensional ETF Tr Dimensional

ETFs
117K
+ 81.13%
$25.15 - $27.57 $2.93M - $3.22M
260K $6.57M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
75.6K
+ 62.84%
$26.16 - $28.82 $1.98M - $2.18M
196K $5.13M
AAPL
Apple Inc.

Technology
3.95K
+ 45.92%
$221.69 - $259.02 $875K - $1.02M
12.5K $3.14M
MSFT
Microsoft Corp

Technology
2.35K
+ 77.27%
$406.35 - $454.46 $953K - $1.07M
5.38K $2.27M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.44K
+ 9.05%
$124.26 - $134.12 $551K - $595K
53.4K $6.87M
AMZN
Amazon Com Inc

Consumer Cyclical
2.08K
+ 27.15%
$180.88 - $232.93 $377K - $485K
9.76K $2.14M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.9K
New
$126.68 - $134.74 $621K - $660K
4.9K $625K
GOOGL
Alphabet Inc.

Communication Services
2.68K
+ 187.22%
$161.86 - $196.66 $434K - $527K
4.11K $778K
DFAI
Dimensional ETF Tr

ETFs
20.2K
+ 33.9%
$29.0 - $31.6 $586K - $638K
79.7K $2.33M
EMR
Emerson Electric CO

Industrials
3.13K
+ 110.92%
$108.13 - $134.33 $338K - $420K
5.95K $737K
DFUS
Dimensional ETF Tr U S Equity

ETFs
501
+ 0.22%
$61.52 - $66.5 $30.8K - $33.3K
227K $14.5M
NVDA
Nvidia Corp

Technology
2.51K
+ 67.84%
$117.0 - $148.88 $294K - $374K
6.22K $835K
AXP
American Express CO

Financial Services
1.18K
+ 113.06%
$267.35 - $305.57 $315K - $360K
2.22K $658K
AVDV
American Centy ETF Tr Avantis

ETFs
7.9K
+ 30.93%
$63.85 - $70.4 $504K - $556K
33.4K $2.18M
JPM
Jpmorgan Chase & CO

Financial Services
1.4K
+ 134.62%
$205.18 - $250.29 $287K - $350K
2.44K $584K
EPD
Enterprise Products Partners L.P.

Energy
10.3K
+ 1471.43%
$28.66 - $34.43 $295K - $355K
11K $344K
ADP
Automatic Data Processing Inc

Industrials
1.03K
+ 11488.89%
$280.08 - $307.97 $290K - $318K
1.04K $305K
CSCO
Cisco Systems, Inc.

Technology
4.75K
+ 1388.3%
$52.45 - $60.02 $249K - $285K
5.09K $301K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
5.54K
+ 113.9%
$47.65 - $48.6 $264K - $269K
10.4K $497K
OWL
Blue Owl Capital Inc.

Financial Services
11K
New
$19.51 - $24.81 $215K - $273K
11K $255K
MRK
Merck & Co., Inc.

Healthcare
2.57K
+ 2057.6%
$96.31 - $114.76 $248K - $295K
2.7K $268K
UL
Unilever PLC

Consumer Defensive
4K
+ 9523.81%
$56.7 - $64.64 $227K - $259K
4.04K $229K
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.36K
+ 12.02%
$46.75 - $47.8 $204K - $208K
40.6K $1.9M
META
Meta Platforms, Inc.

Communication Services
234
+ 12.68%
$554.08 - $632.68 $130K - $148K
2.08K $1.23M
XOM
Exxon Mobil Corp

Energy
1.96K
+ 44.24%
$105.51 - $125.37 $207K - $245K
6.38K $686K
HPQ
Hp Inc

Technology
5.17K
+ 294.14%
$32.46 - $39.3 $168K - $203K
6.93K $226K
BAC
Bank Of America Corp

Financial Services
2.62K
+ 64.33%
$39.22 - $47.77 $103K - $125K
6.69K $294K
WMT
Walmart Inc.

Consumer Defensive
400
+ 6.6%
$79.1 - $95.7 $31.6K - $38.3K
6.47K $584K
DFAE
Dimensional ETF Tr

ETFs
9.37K
+ 13.27%
$25.36 - $28.15 $238K - $264K
80K $2.03M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.79K
+ 15.05%
$64.18 - $70.42 $243K - $267K
29K $1.87M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
170
+ 23.35%
$442.29 - $483.08 $75.2K - $82.1K
898 $407K
CAT
Caterpillar Inc

Industrials
397
+ 15.72%
$360.37 - $416.88 $143K - $166K
2.92K $1.06M
JNJ
Johnson & Johnson

Healthcare
570
+ 38.13%
$143.34 - $165.86 $81.7K - $94.5K
2.07K $298K
PCAR
Paccar Inc

Industrials
108
+ 1.52%
$97.92 - $118.41 $10.6K - $12.8K
7.21K $749K
CVX
Chevron Corp

Energy
372
+ 19.25%
$141.15 - $162.53 $52.5K - $60.5K
2.3K $333K
PFE
Pfizer Inc

Healthcare
2.52K
+ 29.66%
$24.8 - $30.19 $62.5K - $76.1K
11K $292K
HON
Honeywell International Inc

Industrials
49
+ 4.8%
$202.84 - $236.0 $9.94K - $11.6K
1.07K $241K
EFSC
Enterprise Financial Services Corp

Financial Services
3
+ 0.05%
$49.0 - $61.38 $147 - $184
5.63K $317K
DFAS
Dimensional ETF Tr U S Small C

ETFs
49
+ 0.05%
$63.58 - $71.15 $3.12K - $3.49K
105K $6.83M
VTI
Vanguard Total Stock Market Et

ETFs
11
+ 0.32%
$280.04 - $302.45 $3.08K - $3.33K
3.44K $995K
TTD
Trade Desk, Inc.

Technology
36
+ 1.93%
$108.7 - $139.51 $3.91K - $5.02K
1.9K $222K
DFAT
Dimensional ETF Tr U S Target

ETFs
261
+ 0.32%
$54.54 - $61.04 $14.2K - $15.9K
80.9K $4.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.82K
+ 201.03%
$22.01 - $66.82 $172K - $523K
11.7K $265K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
206
+ 2.37%
$48.33 - $49.08 $9.96K - $10.1K
8.9K $430K
Dimensional ETF Trust
11.6K
+ 37.08%
N/A
42.9K $0
Activity Summary
Buys All Purchases 62 New Holdings 2 Increased Positions 60 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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