Claris Advisors, LLC Dimensional ETF Tr U S Equity Transaction History

Claris Advisors, LLC

$232 Million
Q1 2025

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 250,192 shares of DFUS stock, worth $15 Million. This represents 6.51% of its overall portfolio holdings.

Number of Shares

250,192

Previous 226,878 10.28%

Holding current value

$15 Million

Previous $14.5 Million 4.55%

% of portfolio

6.51%

Previous 6.38%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$59.61 - $66.71 $1.39 Million - $1.56 Million	23,314 Added 10.28%	250,192 $15.1 Million
Q4 2024 Feb 07, 2025	BUY	$61.52 - $66.5 $30,821 - $33,316	501 Added 0.22%	226,878 $14.5 Million
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

# of Institutions

744

Shares Held

164M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

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.

Account

Claris Advisors, LLC Dimensional ETF Tr U S Equity Transaction History