DIHP β€” DIMENSIONAL ETF TRUST

Ownership history in CLARIS ADVISORS, LLC / MO /  Β·  13 quarters on record

AI Ownership Summary

CLARIS ADVISORS, LLC / MO / reported DIMENSIONAL ETF TRUST (DIHP) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.68% in 2025 Q4. The latest visible filing shows DIHP at 2.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DIHP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLARIS ADVISORS, LLC / MO /'s position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DIHP was reported at 2.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.68% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CLARIS ADVISORS, LLC / MO / held DIHP β€” position size vs. price
% of Fund (quarterly)    DIHP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 277,923 +38,629 +16.1% 2.68% $8.8M 2026-02-14 (Est.) $34.42
2025 Q3 UNCHANGED 239,294 β€” 0% 2.45% $7.1M 2025-10-06 $30.79
2025 Q2 REDUCED 239,294 -3,451 -1.4% 2.46% $7.1M 2025-07-17 $28.84
2025 Q1 REDUCED 242,745 -17,651 -6.8% 2.44% $6.5M 2025-04-17 $26.33
2024 Q4 ADDED 260,396 +116,637 +81.1% 2.47% $6.6M 2025-02-07 $25.86
2024 Q3 ADDED 143,759 +27,819 +24.0% 1.73% $4.0M 2024-10-31 $25.32
2024 Q2 REDUCED 115,940 -876 -0.7% 1.57% $3.1M 2024-08-02 $24.83
2024 Q1 ADDED 116,816 +10,348 +9.7% 1.59% $3.1M 2024-04-25 $24.85
2023 Q4 ADDED 106,468 +25,428 +31.4% 1.51% $2.7M 2024-02-06 $24.38
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DIHP

As of 2026 Q1 β€” sorted by position size

Washington Trust Advisors, Inc. 3Y 0.12% CX Institutional 3Y 7Y 0.0%

FAQ About CLARIS ADVISORS, LLC / MO / and DIHP

These are the practical questions this page is built to answer before you even open the full history table.

How long has CLARIS ADVISORS, LLC / MO / reported owning DIHP?

CLARIS ADVISORS, LLC / MO / reported DIHP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DIHP position in CLARIS ADVISORS, LLC / MO /'s portfolio?

The largest reported portfolio weight for DIHP was 2.68% in 2025 Q4.

What is the latest reported DIHP position on this page?

The most recent filing on this page is 2025 Q4, when CLARIS ADVISORS, LLC / MO / reported 277,923 shares, equal to 2.68% of portfolio, with an estimated market value of $8.8M.

What does the chart on this DIHP ownership page compare?

The chart compares CLARIS ADVISORS, LLC / MO /'s quarterly DIHP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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