Claris Advisors, LLC Purchases in Q2 2025

Claris Advisors, LLC

  • $261 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
350K
+ 328.18%
$34.04 - $42.36 $11.9M - $14.8M
457K $19.4M
AVUV
American Centy ETF Tr Avantis

ETFs
130K
+ 624.44%
$75.17 - $91.21 $9.76M - $11.8M
151K $13.7M
DFAI
Dimensional ETF Tr

ETFs
156K
+ 140.81%
$28.02 - $34.71 $4.37M - $5.41M
266K $9.21M
DFAE
Dimensional ETF Tr

ETFs
130K
+ 127.48%
$22.87 - $28.95 $2.96M - $3.75M
231K $6.69M
VLUE
Ishares Msci Usa Value Factor

ETFs
12.8K
New
$93.5 - $113.21 $1.2M - $1.45M
12.8K $1.45M
DFIV
Dimensional ETF Tr

ETFs
1.53K
+ 0.41%
$34.67 - $43.21 $53K - $66.1K
376K $16.1M
DFAT
Dimensional ETF Tr U S Target

ETFs
12.3K
+ 15.2%
$44.8 - $53.97 $551K - $664K
93.2K $5.03M
AVSC
American Centy ETF Tr Avantis
16.6K
New
$42.39 - $51.76 $703K - $858K
16.6K $855K
VGIT
Vanguard Intermediate Term Tre

ETFs
13.9K
+ 33.18%
$58.63 - $59.9 $813K - $830K
55.6K $3.33M
AVDV
American Centy ETF Tr Avantis

ETFs
2.9K
+ 6.28%
$61.76 - $79.32 $179K - $230K
49.1K $3.9M
DFSV
Dimensional ETF Tr Dimensional

ETFs
16K
New
$24.21 - $29.47 $388K - $472K
16K $471K
CBSH
Commerce Bancshares Inc

Financial Services
7.17K
New
$55.42 - $65.63 $397K - $470K
7.17K $445K
AVUS
American Centy ETF Tr Avantis

ETFs
3.29K
New
$81.38 - $100.82 $267K - $331K
3.29K $331K
PG
Procter & Gamble CO

Consumer Defensive
1.92K
New
$157.66 - $172.39 $302K - $330K
1.92K $305K
DIS
Walt Disney CO

Communication Services
2.37K
New
$81.72 - $124.01 $194K - $294K
2.37K $294K
IDEV
Ishares Core Msci Intl Develop

ETFs
919
+ 3.11%
$61.79 - $76.67 $56.8K - $70.5K
30.5K $2.32M
ORCL
Oracle Corp

Technology
1.25K
New
$122.82 - $218.63 $154K - $274K
1.25K $274K
GD
General Dynamics Corp

Industrials
723
New
$247.68 - $291.66 $179K - $211K
723 $210K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.9K
New
$58.41 - $72.69 $169K - $211K
2.9K $210K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.89K
New
$57.14 - $72.68 $165K - $210K
2.89K $209K
AVEM
American Centy ETF Tr Avantis

ETFs
3.04K
New
$53.08 - $68.54 $161K - $208K
3.04K $208K
SPY
Spdr S&P 500 ETF Trust

ETFs
328
New
$496.48 - $617.85 $163K - $203K
328 $202K
HD
Home Depot, Inc.

Consumer Cyclical
481
+ 35.26%
$335.24 - $380.78 $161K - $183K
1.85K $676K
JNJ
Johnson & Johnson

Healthcare
1.25K
+ 57.44%
$146.36 - $159.82 $184K - $200K
3.44K $525K
USB
Us Bancorp \De\

Financial Services
199
+ 0.42%
$36.4 - $45.76 $7.24K - $9.11K
47.2K $2.14M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.05K
+ 21.95%
$49.57 - $50.27 $102K - $103K
11.4K $573K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.44K
+ 16.22%
$46.77 - $47.89 $67.2K - $68.8K
10.3K $487K
EFV
Msci Eafe Value ETF

ETFs
166
+ 2.18%
$52.4 - $64.65 $8.7K - $10.7K
7.77K $492K
DFIC
Dimensional ETF Tr Dimensional

ETFs
300
+ 3.17%
$24.94 - $31.15 $7.48K - $9.35K
9.77K $303K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
34
+ 0.29%
$19.1 - $23.83 $649 - $810
11.8K $280K
EFSC
Enterprise Financial Services Corp

Financial Services
3
+ 0.05%
$46.2 - $55.78 $139 - $167
5.63K $310K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8
+ 0.17%
$77.94 - $79.5 $624 - $636
4.63K $368K
PEP
Pepsico Inc

Consumer Defensive
308
+ 14.12%
$128.02 - $151.37 $39.4K - $46.6K
2.49K $328K
Dimensional ETF Trust
11.2K
+ 17.36%
N/A
75.4K $0
CVX
Chevron Corp

Energy
208
+ 9.21%
$133.73 - $168.51 $27.8K - $35.1K
2.47K $353K
UNH
Unitedhealth Group Inc

Healthcare
67
+ 4.14%
$274.35 - $599.47 $18.4K - $40.2K
1.69K $526K
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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