Claris Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Claris Advisors, LLC

$232 Million
Q1 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 9,474 shares of DFIC stock, worth $288,293. This represents 0.11% of its overall portfolio holdings.

Number of Shares

9,474

Previous 9,812 3.44%

Holding current value

$288,293

Previous $253,000 3.95%

% of portfolio

0.11%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$25.54 - $28.79 $8,632 - $9,731	-338 Reduced 3.44%	9,474 $263,000
Q4 2024 Feb 07, 2025	BUY	$25.61 - $28.0 $1,101 - $1,204	43 Added 0.44%	9,812 $253,000
Q3 2024 Oct 31, 2024	BUY	$25.36 - $28.37 $1,014 - $1,134	40 Added 0.41%	9,769 $274,000
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

471

Shares Held

279M

Call Options Held

6.6K

Put Options Held

3.9K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Claris Advisors, LLC Dimensional ETF Tr Dimensional Transaction History