Claris Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Claris Advisors, LLC

$196 Million
Q3 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 7,966 shares of DFAR stock, worth $196,999. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,966

Holding current value

$196,999

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$21.91 - $26.03 $174,535 - $207,354	7,966 New	7,966 $204,000

Others Institutions Holding DFAR

# of Institutions

206

Shares Held

35.2M

Call Options Held

Put Options Held

Vista Wealth Management Group, LLC

2.95M
Shares

$72.9 Million
4.94% of portfolio
High Tower Advisors, LLC Chicago, IL

2.15M
Shares

$53.1 Million
0.07% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

1.93M
Shares

$47.6 Million
12.28% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.68M
Shares

$41.5 Million
3.67% of portfolio
Savant Capital, LLC

1.4M
Shares

$34.5 Million
0.3% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Claris Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Claris Advisors, LLC with notifications on news.

Account

Claris Advisors, LLC Dimensional ETF Tr Dimensional Transaction History