Claris Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Claris Advisors, LLC
- $261 Million
- Q2 2025
A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Claris Advisors, LLC holds 8,713 shares of DFAR stock, worth $204,668. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,713
Previous 8,928
2.41%
Holding current value
$204,668
Previous $212,000
3.77%
% of portfolio
0.08%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
267Shares Held
43.6MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$73.6 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$59.8 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$55 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$48.7 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40.7 Million3.75% of portfolio