Claris Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Claris Advisors, LLC
- $196 Million
- Q3 2024
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
Others Institutions Holding DFUS
# of Institutions
643Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$567 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$515 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$379 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$267 Million0.08% of portfolio