DISV 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 (DISV) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.67% in 2025 Q1. The latest visible filing shows DISV at 2.47% 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 DISV 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

DISV was reported at 2.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.67% in 2025 Q1

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 DISV β€” position size vs. price
% of Fund (quarterly)    DISV 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 REDUCED 213,408 -18,908 -8.1% 2.47% $8.1M 2026-02-14 (Est.) $42.74
2025 Q3 UNCHANGED 232,316 β€” 0% 2.66% $7.6M 2025-10-06 $35.71
2025 Q2 REDUCED 232,316 -14,219 -5.8% 2.66% $7.6M 2025-07-17 $32.68
2025 Q1 REDUCED 246,535 -15,827 -6.0% 2.67% $7.2M 2025-04-17 $28.35
2024 Q4 ADDED 262,362 +121,045 +85.7% 2.62% $7.0M 2025-02-07 $26.91
2024 Q3 ADDED 141,317 +20,479 +16.9% 1.78% $4.1M 2024-10-31 $26.43
2024 Q2 REDUCED 120,838 -21,586 -15.2% 1.68% $3.3M 2024-08-02 $25.88
2024 Q1 ADDED 142,424 +2,715 +1.9% 1.95% $3.9M 2024-04-25 $25.26
2023 Q4 REDUCED 139,709 -348 -0.2% 1.99% $3.6M 2024-02-06 $23.77
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CLARIS ADVISORS, LLC / MO / and DISV

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 DISV?

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

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

The largest reported portfolio weight for DISV was 2.67% in 2025 Q1.

What is the latest reported DISV position on this page?

The most recent filing on this page is 2025 Q4, when CLARIS ADVISORS, LLC / MO / reported 213,408 shares, equal to 2.47% of portfolio, with an estimated market value of $8.1M.

What does the chart on this DISV ownership page compare?

The chart compares CLARIS ADVISORS, LLC / MO /'s quarterly DISV 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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