A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Claris Advisors, LLC holds 226,377 shares of DFUS stock, worth $14.7 Million. This represents 7.2% of its overall portfolio holdings.

Number of Shares
226,377
Previous 226,351 0.01%
Holding current value
$14.7 Million
Previous $13.3 Million 5.71%
% of portfolio
7.2%
Previous 8.12%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$56.04 - $62.2 $1,457 - $1,617
26 Added 0.01%
226,377 $14.1 Million
Q2 2024

Aug 01, 2024

BUY
$53.83 - $59.14 $1,884 - $2,069
35 Added 0.02%
226,351 $13.3 Million
Q1 2024

Apr 25, 2024

SELL
$50.79 - $56.98 $209,051 - $234,529
-4,116 Reduced 1.79%
226,316 $12.9 Million
Q4 2023

Feb 06, 2024

BUY
$44.51 - $52.0 $197,935 - $231,244
4,447 Added 1.97%
230,432 $11.9 Million
Q3 2023

Nov 08, 2023

BUY
$46.29 - $49.87 $31,708 - $34,160
685 Added 0.3%
225,985 $10.5 Million
Q2 2023

Aug 04, 2023

BUY
$43.77 - $48.16 $23,373 - $25,717
534 Added 0.24%
225,300 $10.9 Million
Q1 2023

May 05, 2023

BUY
$41.24 - $45.43 $131,019 - $144,331
3,177 Added 1.43%
224,766 $9.99 Million
Q4 2022

Feb 10, 2023

SELL
$38.86 - $44.32 $284,222 - $324,156
-7,314 Reduced 3.2%
221,589 $9.22 Million
Q3 2022

Nov 01, 2022

BUY
$38.82 - $46.57 $291,150 - $349,275
7,500 Added 3.39%
228,903 $8.89 Million
Q2 2022

Jul 28, 2022

BUY
$39.62 - $49.51 $77,972 - $97,435
1,968 Added 0.9%
221,403 $9.02 Million
Q1 2022

Apr 21, 2022

BUY
$45.16 - $52.01 $113,803 - $131,065
2,520 Added 1.16%
219,435 $10.8 Million
Q4 2021

Jan 28, 2022

BUY
$47.05 - $51.98 $10.2 Million - $11.3 Million
216,915 New
216,915 $11.2 Million

Others Institutions Holding DFUS

About DIMENSIONAL ETF TR U S EQUITY


  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
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.