DUHP 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 (DUHP) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.03% in 2024 Q4. The latest visible filing shows DUHP at 3.73% 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 DUHP 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

DUHP was reported at 3.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.03% in 2024 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 DUHP β€” position size vs. price
% of Fund (quarterly)    DUHP 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 322,203 +19,885 +6.6% 3.73% $12.3M 2026-02-14 (Est.) $38.85
2025 Q3 UNCHANGED 302,318 β€” 0% 3.74% $10.8M 2025-10-06 $37.86
2025 Q2 REDUCED 302,318 -8,316 -2.7% 3.74% $10.8M 2025-07-17 $35.93
2025 Q1 REDUCED 310,634 -6,929 -2.2% 3.84% $10.3M 2025-04-17 $31.00
2024 Q4 ADDED 317,563 +134,529 +73.5% 4.03% $10.7M 2025-02-07 $34.50
2024 Q3 ADDED 183,034 +22,837 +14.3% 2.70% $6.2M 2024-10-31 $33.13
2024 Q2 REDUCED 160,197 -5,917 -3.6% 2.64% $5.1M 2024-08-02 $31.01
2024 Q1 ADDED 166,114 +13,068 +8.5% 2.65% $5.3M 2024-04-25 $29.51
2023 Q4 ADDED 153,046 +22,535 +17.3% 2.42% $4.4M 2024-02-06 $28.94
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CLARIS ADVISORS, LLC / MO / and DUHP

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 DUHP?

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

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

The largest reported portfolio weight for DUHP was 4.03% in 2024 Q4.

What is the latest reported DUHP position on this page?

The most recent filing on this page is 2025 Q4, when CLARIS ADVISORS, LLC / MO / reported 322,203 shares, equal to 3.73% of portfolio, with an estimated market value of $12.3M.

What does the chart on this DUHP ownership page compare?

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

← Back to CLARIS ADVISORS, LLC / MO / Holdings