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STANLEY D. ROYER

Claris Advisors, Llc Mo

Assets Managed
$334.14M
Holdings
70
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
1.84%(2Q avg: 7.96%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Claris Advisors, Llc Mo's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 70 positions.

Assets under management

The assets under management (AUM) of Claris Advisors, Llc Mo over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 334.14M in assets, with a quarterly growth rate of 1.84% and a 2-quarter average growth rate of 7.96%. The portfolio is managed by STANLEY D. ROYER, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 0.24%
19.21%
$64.175M
1.651M shares@ $38.87 avg price
BSVO
Ea Bridgeway Omni Sm-cp Val
Recent Activity
Increased 0.11%
9.29%
$31.023M
1.223M shares@ $25.37 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 6.07%
6.55%
$21.872M
308,441 shares@ $70.91 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Decreased -0.28%
5.85%
$19.536M
432,980 shares@ $45.12 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -1.43%
5.72%
$19.095M
394,038 shares@ $48.47 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -2.78%
5.66%
$18.909M
358,252 shares@ $52.78 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -3.03%
4.94%
$16.481M
149,187 shares@ $110.48 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -2.87%
4.35%
$14.522M
427,506 shares@ $33.97 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 2.22%
3.63%
$12.106M
329,334 shares@ $36.76 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 0.59%
3.46%
$11.54M
296,202 shares@ $38.97 avg price

1-10 of 70