Claris Advisors, LLC Dimensional ETF Tr Short Durat Transaction History

Claris Advisors, LLC

  • $164 Million
  • Q2 2024

A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Claris Advisors, LLC holds 27,626 shares of DFSD stock, worth $1.32 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
27,626
Previous 14,581 89.47%
Holding current value
$1.32 Million
Previous $685,000 89.49%
% of portfolio
0.79%
Previous 0.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
BUY
$46.64 - $47.15 $608,418 - $615,071
13,045 Added 89.47%
27,626 $1.3 Million
Q1 2024

Apr 25, 2024
BUY
$46.78 - $47.19 $296,538 - $299,137
6,339 Added 76.91%
14,581 $685,000
Q4 2023

Feb 06, 2024
BUY
$46.16 - $47.09 $380,450 - $388,115
8,242 New
8,242 $387,000

Others Institutions Holding DFSD

# of Institutions
251
Shares Held
42.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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