Top 50 Claris Advisors, Llc / Mo / Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 19.21% | 1.65M | $64.2M | +0.24%(+3.94K) | $28.82(+48.10%) | 2026-03-31 | |
| BSVO | EA SERIES TRUST | 9.28% | 1.22M | $31.0M | +0.11%(+1.30K) | $18.47(+50.88%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 6.55% | 308.4K | $21.9M | +6.07%(+17.64K) | $56.11(+40.57%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 5.85% | 433.0K | $19.5M | -0.28%(-1.23K) | $37.19(+34.35%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 5.71% | 394.0K | $19.1M | -1.44%(-5.75K) | $32.77(+58.84%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.66% | 358.3K | $18.9M | -2.78%(-10.24K) | $33.15(+65.08%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 4.93% | 149.2K | $16.5M | -3.04%(-4.67K) | $89.93(+33.61%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 4.35% | 427.5K | $14.5M | -2.88%(-12.66K) | $25.05(+46.82%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 3.62% | 329.3K | $12.1M | +2.21%(+7.13K) | $30.23(+30.09%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.45% | 296.2K | $11.5M | +0.59%(+1.74K) | $31.88(+28.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.69% | +50.87% |
| Top 20 Holdings Unweighted | +15.26% | +53.11% |
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