Claris Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Claris Advisors, LLC

$167 Million
Q1 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 166,114 shares of DUHP stock, worth $5.33 Million. This represents 3.15% of its overall portfolio holdings.

Number of Shares

166,114

Previous 153,046 8.54%

Holding current value

$5.33 Million

Previous $4.38 Million 19.92%

% of portfolio

3.15%

Previous 2.92%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$28.16 - $31.61 $367,994 - $413,079	13,068 Added 8.54%	166,114 $5.25 Million
Q4 2023 Feb 06, 2024	BUY	$24.79 - $28.64 $558,642 - $645,402	22,535 Added 17.27%	153,046 $4.38 Million
Q3 2023 Nov 08, 2023	BUY	$25.64 - $27.32 $1.39 Million - $1.48 Million	54,029 Added 70.64%	130,511 $3.35 Million
Q2 2023 Aug 04, 2023	BUY	$24.51 - $26.54 $50,515 - $54,698	2,061 Added 2.77%	76,482 $2.03 Million
Q1 2023 May 05, 2023	BUY	$23.91 - $25.61 $742,166 - $794,934	31,040 Added 71.55%	74,421 $1.87 Million

Q4 2022 Feb 10, 2023	BUY	$22.82 - $25.35 $989,954 - $1.1 Million	43,381 New	43,381 $1.04 Million

Others Institutions Holding DUHP

# of Institutions

267

Shares Held

162M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

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Claris Advisors, LLC Dimensional ETF Tr Dimensional Transaction History