Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CLARIS ADVISORS, LLC / MO / (CIK 1905092) reported $334.1M across 70 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($64.2M, 19.21%), BSVO ($31.0M, 9.28%), DFUS ($21.9M, 6.55%), DFAU ($19.5M, 5.85%), DFUV ($19.1M, 5.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $64.2M | 19.21% | 1.7M | Added |
| 2 | BSVO | EA SERIES TRUST | $31.0M | 9.28% | 1.2M | Added |
| 3 | DFUS | DIMENSIONAL ETF TRUST | $21.9M | 6.55% | 308,441 | Added |
| 4 | DFAU | DIMENSIONAL ETF TRUST | $19.5M | 5.85% | 432,980 | Trimmed |
| 5 | DFUV | DIMENSIONAL ETF TRUST | $19.1M | 5.71% | 394,038 | Trimmed |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $18.9M | 5.66% | 358,252 | Trimmed |
| 7 | AVUV | AMERICAN CENTY ETF TR | $16.5M | 4.93% | 149,187 | Trimmed |
| 8 | DFAX | DIMENSIONAL ETF TRUST | $14.5M | 4.35% | 427,506 | Trimmed |
| 9 | DUHP | DIMENSIONAL ETF TRUST | $12.1M | 3.62% | 329,334 | Added |
| 10 | DFAI | DIMENSIONAL ETF TRUST | $11.5M | 3.45% | 296,202 | Added |
| 11 | DIHP | DIMENSIONAL ETF TRUST | $9.3M | 2.79% | 289,317 | Added |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $8.7M | 2.59% | 255,752 | Added |
| 13 | DISV | DIMENSIONAL ETF TRUST | $8.0M | 2.39% | 202,069 | Trimmed |
| 14 | DFAS | DIMENSIONAL ETF TRUST | $7.5M | 2.25% | 105,784 | Trimmed |
| 15 | ITOT | ISHARES TR | $7.1M | 2.12% | 49,645 | Added |
| 16 | AVDV | AMERICAN CENTY ETF TR | $6.7M | 1.99% | 66,708 | Added |
| 17 | DFAT | DIMENSIONAL ETF TRUST | $5.9M | 1.76% | 94,298 | Added |
| 18 | DFEM | DIMENSIONAL ETF TRUST | $5.6M | 1.67% | 161,113 | Added |
| 19 | VGIT | VANGUARD SCOTTSDALE FDS | $5.4M | 1.61% | 90,462 | Added |
| 20 | DFSD | DIMENSIONAL ETF TRUST | $4.5M | 1.35% | 94,287 | Added |
| 21 | IDEV | ISHARES TR | $3.5M | 1.05% | 41,915 | Added |
| 22 | DFGR | DIMENSIONAL ETF TRUST | $3.2M | 0.95% | 119,174 | Added |
| 23 | MSFT | MICROSOFT CORP | $2.1M | 0.64% | 5,775 | Trimmed |
| 24 | CAT | CATERPILLAR INC | $2.0M | 0.59% | 2,798 | Hold |
| 25 | VLUE | ISHARES TR | $1.8M | 0.55% | 12,827 | Added |
Source: SEC Form 13F filings · as of 2026-03-31