Claris Advisors, LLC Dimensional ETF Tr Short Durat Transaction History

Claris Advisors, LLC

  • $196 Million
  • Q3 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 36,272 shares of DFSD stock, worth $1.7 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
36,272
Previous 27,626 31.3%
Holding current value
$1.7 Million
Previous $1.3 Million 33.36%
% of portfolio
0.88%
Previous 0.79%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
260
Shares Held
49.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
Track This Portfolio

Track Claris Advisors, LLC Portfolio

Follow Claris Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email