Claris Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Claris Advisors, LLC
- $227 Million
- Q4 2024
A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Claris Advisors, LLC holds 40,633 shares of DFSD stock, worth $1.92 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
40,633
Previous 36,272
12.02%
Holding current value
$1.92 Million
Previous $1.73 Million
9.99%
% of portfolio
0.84%
Previous 0.88%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
320Shares Held
64.1MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.2 Million1.09% of portfolio