Claris Advisors, LLC Dimensional ETF Tr Short Durat Transaction History

Claris Advisors, LLC

$280 Million
Q3 2025

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 56,927 shares of DFSD stock, worth $2.76 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

56,927

Previous 56,252 1.2%

Holding current value

$2.76 Million

Previous $2.7 Million 1.59%

% of portfolio

0.98%

Previous 1.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	BUY	$47.86 - $48.43 $32,305 - $32,690	675 Added 1.2%	56,927 $2.74 Million
Q2 2025 Jul 17, 2025	BUY	$47.09 - $48.01 $577,135 - $588,410	12,256 Added 27.86%	56,252 $2.7 Million
Q1 2025 Apr 17, 2025	BUY	$46.74 - $47.55 $157,186 - $159,910	3,363 Added 8.28%	43,996 $2.09 Million
Q4 2024 Feb 07, 2025	BUY	$46.75 - $47.8 $203,876 - $208,455	4,361 Added 12.02%	40,633 $1.9 Million
Q3 2024 Oct 31, 2024	BUY	$47.0 - $47.84 $406,362 - $413,624	8,646 Added 31.3%	36,272 $1.73 Million
Q2 2024 Aug 01, 2024	BUY	$46.64 - $47.15 $608,418 - $615,071	13,045 Added 89.47%	27,626 $1.3 Million
Q1 2024 Apr 25, 2024	BUY	$46.78 - $47.19 $296,538 - $299,137	6,339 Added 76.91%	14,581 $685,000
Q4 2023 Feb 06, 2024	BUY	$46.16 - $47.09 $380,450 - $388,115	8,242 New	8,242 $387,000

Others Institutions Holding DFSD

# of Institutions

370

Shares Held

77.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Claris Advisors, LLC Dimensional ETF Tr Short Durat Transaction History