Claris Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Claris Advisors, LLC
- $280 Million
- Q3 2025
A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Claris Advisors, LLC holds 302,318 shares of DUHP stock, worth $11.4 Million. This represents 4.07% of its overall portfolio holdings.
Number of Shares
302,318
Previous 302,318
-0.0%
Holding current value
$11.4 Million
Previous $10.8 Million
6.21%
% of portfolio
4.07%
Previous 4.12%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
464Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$308 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$271 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio