Claris Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Claris Advisors, LLC
- $196 Million
- Q3 2024
A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Claris Advisors, LLC holds 36,272 shares of DFSD stock, worth $1.71 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
36,272
Previous 27,626
31.3%
Holding current value
$1.71 Million
Previous $1.3 Million
33.36%
% of portfolio
0.88%
Previous 0.79%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
257Shares Held
44.4MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$103 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.1 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.4 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$93.2 Million16.69% of portfolio