Claris Advisors, LLC Dimensional ETF Tr Transaction History

Claris Advisors, LLC

$261 Million
Q2 2025

A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Claris Advisors, LLC holds 376,361 shares of DFIV stock, worth $16.8 Million. This represents 6.17% of its overall portfolio holdings.

Number of Shares

376,361

Previous 374,832 0.41%

Holding current value

$16.8 Million

Previous $14.8 Million 9.26%

% of portfolio

6.17%

Previous 6.35%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$34.67 - $43.21 $53,010 - $66,068	1,529 Added 0.41%	376,361 $16.1 Million
Q1 2025 Apr 17, 2025	BUY	$35.33 - $40.77 $920,134 - $1.06 Million	26,044 Added 7.47%	374,832 $14.8 Million
Q4 2024 Feb 07, 2025	BUY	$34.86 - $37.97 $469,355 - $511,228	13,464 Added 4.02%	348,788 $12.4 Million
Q3 2024 Oct 31, 2024	BUY	$34.66 - $38.38 $236,415 - $261,789	6,821 Added 2.08%	335,324 $12.8 Million
Q2 2024 Aug 01, 2024	SELL	$35.5 - $38.02 $245,802 - $263,250	-6,924 Reduced 2.06%	328,503 $11.8 Million
Q1 2024 Apr 25, 2024	BUY	$33.15 - $36.75 $75,217 - $83,385	2,269 Added 0.68%	335,427 $12.3 Million
Q4 2023 Feb 06, 2024	SELL	$30.86 - $34.46 $359,704 - $401,665	-11,656 Reduced 3.38%	333,158 $11.4 Million
Q3 2023 Nov 08, 2023	BUY	$32.1 - $34.42 $96,011 - $102,950	2,991 Added 0.88%	344,814 $11.2 Million
Q2 2023 Aug 04, 2023	BUY	$31.45 - $33.77 $175,302 - $188,233	5,574 Added 1.66%	341,823 $11.2 Million
Q1 2023 May 05, 2023	SELL	$30.43 - $33.38 $189,518 - $207,890	-6,228 Reduced 1.82%	336,249 $10.8 Million
Q4 2022 Feb 10, 2023	BUY	$25.88 - $31.1 $136,361 - $163,865	5,269 Added 1.56%	342,477 $10.4 Million
Q3 2022 Nov 01, 2022	BUY	$25.71 - $30.57 $267,923 - $318,569	10,421 Added 3.19%	337,208 $8.69 Million
Q2 2022 Jul 28, 2022	BUY	$28.66 - $33.84 $188,210 - $222,227	6,567 Added 2.05%	326,787 $9.44 Million
Q1 2022 Apr 21, 2022	BUY	$30.75 - $35.49 $67,373 - $77,758	2,191 Added 0.69%	320,220 $10.7 Million
Q4 2021 Jan 28, 2022	BUY	$31.61 - $34.21 $10.1 Million - $10.9 Million	318,029 New	318,029 $10.4 Million

Others Institutions Holding DFIV

# of Institutions

726

Shares Held

234M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

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.

Account

Claris Advisors, LLC Dimensional ETF Tr Transaction History