Claris Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Claris Advisors, LLC
- $280 Million
- Q3 2025
A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Claris Advisors, LLC holds 93,220 shares of DFAT stock, worth $5.37 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
93,220
Previous 93,220
-0.0%
Holding current value
$5.37 Million
Previous $5.03 Million
7.87%
% of portfolio
1.94%
Previous 1.93%
Shares
15 transactions
Others Institutions Holding DFAT
# of Institutions
792Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$539 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$356 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$285 Million1.74% of portfolio