Claris Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Claris Advisors, LLC
- $227 Million
- Q4 2024
A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Claris Advisors, LLC holds 392,696 shares of DFUV stock, worth $16.6 Million. This represents 7.08% of its overall portfolio holdings.
Number of Shares
392,696
Previous 391,864
0.21%
Holding current value
$16.6 Million
Previous $16.3 Million
1.63%
% of portfolio
7.08%
Previous 8.35%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
700Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.43 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.33 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$760 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$610 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$455 Million0.67% of portfolio