Claris Advisors, LLC / Mo /
Annual return '25
+15.6%
SPY '25
+17.7%
Alpha
-2.1ptsvs SPY
Invested
$334.1M
Holdings
70
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Q2 2025: Sold 17.7% (2.03M → 1.67M shares)
19.2%
02
$BSVO
EA SERIES TRUST
Q2 2025: Sold 32.3% (1.75M → 1.19M shares)
9.3%
03
$DFUS
DIMENSIONAL ETF TRUST
Q2 2025: Sold 8.3% (250.2k → 229.4k shares)
6.5%
04
$DFAU
DIMENSIONAL ETF TRUST
Q2 2025: Increased +328.2% (106.7k → 456.8k shares)
5.8%
05
$DFUV
DIMENSIONAL ETF TRUST
Q2 2025: Sold 7.6% (426.4k → 394.0k shares)
5.7%
06
$DFIV
DIMENSIONAL ETF TRUST
Q1 2025: Increased +7.5% (348.8k → 374.8k shares)
5.7%
07
$AVUV
AMERICAN CENTY ETF TR
Q2 2025: Increased +624.4% (20.8k → 150.7k shares)
4.9%
08
$DFAX
DIMENSIONAL ETF TRUST
Q2 2025: Sold 35.9% (708.9k → 454.7k shares)
4.3%
09
$DUHP
DIMENSIONAL ETF TRUST
Q2 2025: Sold 2.7% (310.6k → 302.3k shares)
3.6%
10
$DFAI
DIMENSIONAL ETF TRUST
Q2 2025: Increased +140.8% (110.6k → 266.4k shares)
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:15 UTC.