Claris Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Claris Advisors, LLC
- $280 Million
- Q3 2025
A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Claris Advisors, LLC holds 8,713 shares of DFAR stock, worth $207,282. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,713
Previous 8,713
-0.0%
Holding current value
$207,282
Previous $204,000
1.47%
% of portfolio
0.07%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
44.3MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$74.5 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$59.2 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$50.9 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.3 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42.6 Million3.53% of portfolio