Claris Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Claris Advisors, LLC
- $164 Million
- Q2 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 27,626 shares of DFSD stock, worth $1.32 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
27,626
Previous 14,581
89.47%
Holding current value
$1.32 Million
Previous $685,000
89.49%
% of portfolio
0.79%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.3 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.6 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.3 Million16.69% of portfolio