Claris Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Claris Advisors, LLC
- $164 Million
- Q2 2024
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 78,340 shares of DFAT stock, worth $4.29 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
78,340
Previous 78,067
0.35%
Holding current value
$4.29 Million
Previous $4.25 Million
4.38%
% of portfolio
2.48%
Previous 2.55%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$781 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$682 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$473 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$412 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$266 Million2.47% of portfolio