Claris Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Claris Advisors, LLC
- $261 Million
- Q2 2025
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 56,252 shares of DFSD stock, worth $2.71 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
56,252
Previous 43,996
27.86%
Holding current value
$2.71 Million
Previous $2.09 Million
29.19%
% of portfolio
1.03%
Previous 0.9%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
360Shares Held
74.5MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$176 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$127 Million11.4% of portfolio