account_balance
Investment manager · 13F filer · SEC CIK 1905092
Claris Advisors, LLC
Reported value$377Mas of Sep 30, 2026
Positions76 4 new, 2 sold out
Top 10 weight66.7%DFAC alone is 20%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
19.6%Trimmed −2%
BSVOEa Series Trust
8.8%
DFUSDimensional ETF Trust
6.8%Added +2%
DFAUDimensional ETF Trust
5.7%
DFUVDimensional ETF Trust
5.5%Trimmed −2%
DFIVDimensional ETF Trust
5.0%Trimmed −6%
AVUVAmerican Centy ETF Tr
4.2%Trimmed −9%
DFAXDimensional ETF Trust
3.9%Trimmed −7%
DUHPDfa Invt Dimensions Group In
3.8%
DFAIDimensional ETF Trust
3.5%Added +3%
DIHPDimensional ETF Trust
2.9%
ITOTiShares Tr
2.8%Trimmed −3%
DFACDimensional ETF Trust
19.6%Trimmed −2%
BSVOEa Series Trust
8.8%
DFUSDimensional ETF Trust
6.8%
DFAUDimensional ETF Trust
5.7%
DFUVDimensional ETF Trust
5.5%−2%
DFIVDimensional ETF Trust
5.0%−6%
AVUVAmerican Centy ETF Tr
4.2%
DFAXDimensional ETF Trust
3.9%
DUHP3.8%
DFAI3.5%
DIHP2.9%
ITOT2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 19.6% Trimmed −2%
BSVO Ea Series Trust 8.8% Held
DFUS Dimensional ETF Trust 6.8% Added +2%
DFAU Dimensional ETF Trust 5.7% Held
DFUV Dimensional ETF Trust 5.5% Trimmed −2%
DFIV Dimensional ETF Trust 5.0% Trimmed −6%
AVUV American Centy ETF Tr 4.2% Trimmed −9%
DFAX Dimensional ETF Trust 3.9% Trimmed −7%
DUHP Dfa Invt Dimensions Group In 3.8% Held
DFAI Dimensional ETF Trust 3.5% Added +3%
DIHP Dimensional ETF Trust 2.9% Held
ITOT iShares Tr 2.8% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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