Claris Advisors, LLC Dimensional ETF Tr Transaction History
Claris Advisors, LLC
- $280 Million
- Q3 2025
A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Claris Advisors, LLC holds 456,829 shares of DFAU stock, worth $20.9 Million. This represents 7.46% of its overall portfolio holdings.
Number of Shares
456,829
Previous 456,829
-0.0%
Holding current value
$20.9 Million
Previous $19.4 Million
8.03%
% of portfolio
7.46%
Previous 7.41%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
533Shares Held
140MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$198 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$190 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$174 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$172 Million1.91% of portfolio
-
Aquire Wealth Advisors, LLC3.61MShares$165 Million40.64% of portfolio