Claris Advisors, LLC Dimensional ETF Tr Transaction History
Claris Advisors, LLC
- $164 Million
- Q2 2024
A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Claris Advisors, LLC holds 508,711 shares of DFAX stock, worth $13.7 Million. This represents 7.88% of its overall portfolio holdings.
Number of Shares
508,711
Previous 524,487
3.01%
Holding current value
$13.7 Million
Previous $13.3 Million
3.08%
% of portfolio
7.88%
Previous 8.01%
Shares
11 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$303 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$263 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$199 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$197 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$149 Million21.36% of portfolio