Claris Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Claris Advisors, LLC
- $227 Million
- Q4 2024
A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Claris Advisors, LLC holds 260,396 shares of DIHP stock, worth $7.1 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
260,396
Previous 143,759
81.13%
Holding current value
$7.1 Million
Previous $3.98 Million
65.04%
% of portfolio
2.9%
Previous 2.04%
Shares
9 transactions
Others Institutions Holding DIHP
# of Institutions
243Shares Held
126MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$652 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$608 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$422 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$173 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.12MShares$167 Million3.11% of portfolio