Claris Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Claris Advisors, LLC
- $167 Million
- Q1 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 142,424 shares of DISV stock, worth $3.93 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
142,424
Previous 139,709
1.94%
Holding current value
$3.93 Million
Previous $3.6 Million
7.47%
% of portfolio
2.33%
Previous 2.41%
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
247Shares Held
53.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.13MShares$224 Million10.24% of portfolio
-
Forum Financial Management, LP Lombard, IL6.52MShares$180 Million3.43% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.79MShares$76.9 Million0.86% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.39MShares$38.2 Million1.18% of portfolio
-
Ritholtz Wealth Management1.29MShares$35.7 Million1.22% of portfolio