Claris Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Claris Advisors, LLC
- $280 Million
- Q3 2025
A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Claris Advisors, LLC holds 16,014 shares of DFSV stock, worth $507,803. This represents 0.18% of its overall portfolio holdings.
Number of Shares
16,014
Previous 16,014
-0.0%
Holding current value
$507,803
Previous $471,000
8.07%
% of portfolio
0.18%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
482Shares Held
130MCall Options Held
0Put Options Held
0-
Savant Capital, LLC11.8MShares$373 Million2.26% of portfolio
-
Mather Group, Llc. Chicago, IL6.46MShares$205 Million2.05% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.8MShares$184 Million0.25% of portfolio
-
Jmg Financial Group, Ltd.5.43MShares$172 Million5.05% of portfolio
-
Ritholtz Wealth Management3.21MShares$102 Million2.12% of portfolio