Claris Advisors, LLC Dimensional ETF Tr Transaction History
Claris Advisors, LLC
- $167 Million
- Q1 2024
A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Claris Advisors, LLC holds 335,427 shares of DFIV stock, worth $12.3 Million. This represents 7.4% of its overall portfolio holdings.
Number of Shares
335,427
Previous 333,158
0.68%
Holding current value
$12.3 Million
Previous $11.4 Million
7.68%
% of portfolio
7.4%
Previous 7.65%
Shares
10 transactions
Others Institutions Holding DFIV
# of Institutions
508Shares Held
168MCall Options Held
400Put Options Held
0-
Mercer Global Advisors Inc Denver, CO14.8MShares$544 Million1.55% of portfolio
-
Envestnet Asset Management Inc12.8MShares$471 Million0.18% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.3MShares$414 Million4.71% of portfolio
-
Northern Trust Corp Chicago, IL6.52MShares$239 Million0.04% of portfolio
-
Savant Capital, LLC6.3MShares$231 Million2.68% of portfolio