Claris Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Claris Advisors, LLC

$196 Million
Q3 2024

A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Claris Advisors, LLC holds 7,966 shares of DFAR stock, worth $186,723. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,966

Holding current value

$186,723

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$21.91 - $26.03 $174,535 - $207,354	7,966 New	7,966 $204,000

Others Institutions Holding DFAR

# of Institutions

222

Shares Held

36M

Call Options Held

Put Options Held

Vista Wealth Management Group, LLC

3.02M
Shares

$70.8 Million
4.72% of portfolio
High Tower Advisors, LLC Chicago, IL

2.2M
Shares

$51.5 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

1.93M
Shares

$45.1 Million
12.28% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.63M
Shares

$38.1 Million
3.86% of portfolio
Bridgeworth, LLC Birmingham, AL

1.33M
Shares

$31.1 Million
2.99% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Claris Advisors, LLC Dimensional ETF Tr Dimensional Transaction History