Claris Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Claris Advisors, LLC

  • $164 Million
  • Q2 2024

A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Claris Advisors, LLC holds 9,729 shares of DFIC stock, worth $272,412. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,729
Previous 10,797 9.89%
Holding current value
$272,412
Previous $288,000 11.46%
% of portfolio
0.16%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
SELL
$25.73 - $27.44 $27,479 - $29,305
-1,068 Reduced 9.89%
9,729 $255,000
Q1 2024

Apr 25, 2024
BUY
$24.62 - $26.83 $265,822 - $289,683
10,797 New
10,797 $288,000
Q3 2023

Nov 08, 2023
BUY
$23.25 - $25.17 $2,836 - $3,070
122 Added 0.75%
16,367 $382,000
Q2 2023

Aug 04, 2023
BUY
$23.45 - $24.88 $4,174 - $4,428
178 Added 1.11%
16,245 $394,000
Q1 2023

May 05, 2023
BUY
$22.5 - $24.64 $765 - $837
34 Added 0.21%
16,067 $386,000
Q4 2022

Feb 10, 2023
BUY
$19.06 - $23.03 $305,588 - $369,239
16,033 New
16,033 $358,000

Others Institutions Holding DFIC

# of Institutions
343
Shares Held
221M
Call Options Held
900
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
Track This Portfolio

Track Claris Advisors, LLC Portfolio

Follow Claris Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Claris Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Claris Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email