DOSSIER · 13F-HR · Q3 2026

CLARIS ADVISORS, LLC / MO /

$377M in tracked AUM across 76 positions as of Q3 2026.

CA
CIK 0001905092 · last filed Sep 30, 2026
Total AUM
$377M
as of Q3 2026
Holdings
76
+2 QoQ
positions
Whale Score
62
62
tracked
Activity
62
+7 new, −5 sold
changes this Q
AI Analysis · Q3 2026

CLARIS ADVISORS, LLC / MO / filed its latest 13F-HR for Q3 2026. 62 position changes this quarter — 7 new, 5 exited, 26 added, 24 trimmed.

Quarter at a glance — Q3 2026

62 material changes this filing.

EXIT
DUHPDIMENSIONAL ETF TRUST
-343K sh
$-14M
—
NEW
DUHPDFA INVT DIMENSIONS GROUP IN
+340K sh
+$14M
3.8%
TRIM
AVUVAMERICAN CENTY ETF TR
-13K sh
$-3M
4.2%
TRIM
BSVOEA SERIES TRUST
-21K sh
$-2M
8.8%
TRIM
DFACDIMENSIONAL ETF TRUST
-38K sh
$-2M
19.6%
TRIM
DFAXDIMENSIONAL ETF TRUST
-29K sh
$-993K
3.9%
ADD
DFUSDIMENSIONAL ETF TRUST
+6K sh
+$830K
6.8%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$74M1.7M19.6%
02
BSVO
EA SERIES TRUST
$33M1.2M8.8%
03
DFUS
DIMENSIONAL ETF TRUST
$25M307K6.8%
04
DFAU
DIMENSIONAL ETF TRUST
$22M413K5.7%
05
DFUV
DIMENSIONAL ETF TRUST
$21M376K5.5%
06
DFIV
DIMENSIONAL ETF TRUST
$19M337K5.0%
07
AVUV
AMERICAN CENTY ETF TR
$16M135K4.2%
08
DFAX
DIMENSIONAL ETF TRUST
$15M395K3.9%
09
DUHP
DFA INVT DIMENSIONS GROUP IN
$14M340K3.8%
10
DFAI
DIMENSIONAL ETF TRUST
$13M318K3.5%

Filing history

2026Q3Sep 30
$377M▼ 1.5%
76 positionsView →
2026Q2Jun 30
$383M▲ 14.6%
74 positionsView →
2026Q1Mar 31
$334M▲ 1.8%
70 positionsView →
2025Q4Dec 31
$328M▲ 14.1%
68 positionsView →
2025Q3Sep 30
$288M▲ 0.1%
73 positionsLocked
2025Q2Jun 30
$287M▲ 7.1%
73 positionsLocked
2025Q1Mar 31
$268M▲ 0.9%
74 positionsLocked
2024Q4Dec 31
$266M▲ 15.3%
71 positionsLocked
2024Q3Sep 30
$231M▲ 18.8%
1,235 positionsLocked
2024Q2Jun 30
$194M▼ 2.1%
56 positionsLocked
2024Q1Mar 31
$198M▲ 9.7%
56 positionsLocked
2023Q4Dec 31
$181M▲ 15.4%
53 positionsLocked
Showing 12 of 20