Claris Advisors, LLC Incresed Positions in Q3 2024

Claris Advisors, LLC

  • $196 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
60.4K
+ 3.79%
$31.05 - $34.29 $1.87M - $2.07M
1.65M $56.7M
DFAX
Dimensional ETF Tr
47.4K
+ 9.32%
$24.29 - $27.25 $1.15M - $1.29M
556K $15M
ITOT
Ishares Core S&P Total U.S. St

ETFs
8.13K
+ 19.89%
$113.41 - $125.62 $922K - $1.02M
49K $6.15M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6.51K
+ 1.69%
$38.51 - $41.69 $251K - $271K
392K $16.3M
DUHP
Dimensional ETF Tr Dimensional

ETFs
22.8K
+ 14.26%
$30.74 - $34.07 $702K - $778K
183K $6.24M
DFIV
Dimensional ETF Tr

ETFs
6.82K
+ 2.08%
$34.66 - $38.38 $236K - $262K
335K $12.8M
DIHP
Dimensional ETF Tr Dimensional

ETFs
27.8K
+ 23.99%
$25.23 - $27.94 $702K - $777K
144K $3.98M
VGIT
Vanguard Intermediate Term Tre

ETFs
14K
+ 61.1%
$57.8 - $60.8 $807K - $849K
36.8K $2.22M
DISV
Dimensional ETF Tr Dimensional

ETFs
20.5K
+ 16.95%
$26.06 - $29.18 $534K - $598K
141K $4.11M
AMZN
Amazon Com Inc

Consumer Cyclical
4.47K
+ 139.86%
$161.02 - $200.0 $720K - $895K
7.67K $1.43M
DFUS
Dimensional ETF Tr U S Equity

ETFs
26
+ 0.01%
$56.04 - $62.2 $1.46K - $1.62K
226K $14.1M
AVDV
American Centy ETF Tr Avantis

ETFs
5.6K
+ 28.08%
$62.52 - $71.12 $350K - $398K
25.5K $1.81M
DFSD
Dimensional ETF Tr Short Durat

ETFs
8.65K
+ 31.3%
$47.0 - $47.84 $406K - $414K
36.3K $1.73M
IDEV
Ishares Core Msci Intl Develop

ETFs
4.53K
+ 21.91%
$63.46 - $71.43 $287K - $323K
25.2K $1.78M
DFAT
Dimensional ETF Tr U S Target

ETFs
2.28K
+ 2.91%
$51.0 - $57.07 $116K - $130K
80.6K $4.48M
USB
Us Bancorp \De\

Financial Services
864
+ 1.84%
$39.04 - $47.23 $33.7K - $40.8K
47.9K $2.19M
AAPL
Apple Inc.

Technology
218
+ 2.6%
$207.23 - $234.82 $45.2K - $51.2K
8.6K $2M
DFAI
Dimensional ETF Tr

ETFs
3.5K
+ 6.24%
$28.69 - $32.06 $100K - $112K
59.6K $1.89M
CAT
Caterpillar Inc

Industrials
93
+ 3.82%
$316.8 - $391.12 $29.5K - $36.4K
2.53K $987K
DFAE
Dimensional ETF Tr

ETFs
882
+ 1.27%
$24.46 - $27.82 $21.6K - $24.5K
70.6K $1.93M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.99K
+ 29.66%
$48.06 - $49.39 $95.6K - $98.2K
8.7K $428K
WMT
Walmart Inc.

Consumer Defensive
102
+ 1.71%
$66.91 - $81.4 $6.82K - $8.3K
6.07K $489K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
90
+ 14.11%
$405.19 - $478.57 $36.5K - $43.1K
728 $335K
EMR
Emerson Electric CO

Industrials
614
+ 27.83%
$98.19 - $118.87 $60.3K - $73K
2.82K $308K
EFSC
Enterprise Financial Services Corp

Financial Services
3
+ 0.05%
$38.94 - $54.0 $117 - $162
5.62K $288K
VTI
Vanguard Total Stock Market Et

ETFs
6
+ 0.18%
$255.18 - $283.2 $1.53K - $1.7K
3.43K $969K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
474
+ 10.57%
$76.94 - $79.54 $36.5K - $37.7K
4.96K $393K
JNJ
Johnson & Johnson

Healthcare
72
+ 5.06%
$145.48 - $167.38 $10.5K - $12.1K
1.5K $242K
GOOGL
Alphabet Inc.

Communication Services
280
+ 24.31%
$148.65 - $191.18 $41.6K - $53.5K
1.43K $237K
PEP
Pepsico Inc

Consumer Defensive
100
+ 5.22%
$161.9 - $179.3 $16.2K - $17.9K
2.01K $342K
XOM
Exxon Mobil Corp

Energy
118
+ 2.74%
$109.72 - $119.0 $12.9K - $14K
4.43K $518K
DFIC
Dimensional ETF Tr Dimensional

ETFs
40
+ 0.41%
$25.36 - $28.37 $1.01K - $1.13K
9.77K $274K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
269
+ 5.85%
$47.7 - $48.54 $12.8K - $13.1K
4.86K $236K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
25
+ 0.65%
$59.93 - $66.52 $1.5K - $1.66K
3.89K $258K
MSFT
Microsoft Corp

Technology
139
+ 4.8%
$395.15 - $467.56 $54.9K - $65K
3.04K $1.31M
NVDA
Nvidia Corp

Technology
119
+ 3.32%
$98.91 - $134.91 $11.8K - $16.1K
3.71K $450K
Dimensional ETF Trust
6.13K
+ 24.38%
N/A
31.3K $0
Ea Series Trust
73.4K
+ 5.1%
N/A
1.51M $0
BA
Boeing CO

Industrials
289
+ 14.38%
$152.04 - $190.6 $43.9K - $55.1K
2.3K $349K
Activity Summary
Buys All Purchases 1220 New Holdings 1180 Increased Positions 40 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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