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 72,709 shares of DFAE stock, worth $1.89 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
72,709
Previous 61,232 18.74%
Holding current value
$1.89 Million
Previous $1.48 Million 21.75%
% of portfolio
1.08%
Previous 0.99%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
BUY
$22.74 - $24.88 $260,986 - $285,547
11,477 Added 18.74%
72,709 $1.8 Million
Q4 2023

Feb 06, 2024
BUY
$21.63 - $24.11 $136,355 - $151,989
6,304 Added 11.48%
61,232 $1.48 Million
Q3 2023

Nov 08, 2023
BUY
$22.43 - $24.83 $143,798 - $159,185
6,411 Added 13.21%
54,928 $1.24 Million
Q2 2023

Aug 04, 2023
BUY
$22.38 - $24.3 $120,807 - $131,171
5,398 Added 12.52%
48,517 $1.14 Million
Q1 2023

May 05, 2023
SELL
$21.78 - $24.36 $34,956 - $39,097
-1,605 Reduced 3.59%
43,119 $992,000
Q4 2022

Feb 10, 2023
BUY
$20.68 - $22.73 $703,864 - $773,638
34,036 Added 318.45%
44,724 $981,000
Q3 2022

Nov 01, 2022
BUY
$20.79 - $23.68 $10,353 - $11,792
498 Added 4.89%
10,688 $215,000
Q2 2022

Jul 28, 2022
SELL
$22.9 - $27.06 $146,308 - $172,886
-6,389 Reduced 38.54%
10,190 $236,000
Q1 2022

Apr 21, 2022
BUY
$24.29 - $28.31 $98,374 - $114,655
4,050 Added 32.33%
16,579 $435,000
Q4 2021

Jan 28, 2022
BUY
$26.45 - $28.31 $331,392 - $354,695
12,529 New
12,529 $343,000

Others Institutions Holding DFAE

# of Institutions
425
Shares Held
119M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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