Claris Advisors, LLC Dimensional ETF Tr Short Durat Transaction History

Claris Advisors, LLC

  • $227 Million
  • Q4 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 40,633 shares of DFSD stock, worth $1.92 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
40,633
Previous 36,272 12.02%
Holding current value
$1.92 Million
Previous $1.73 Million 9.99%
% of portfolio
0.84%
Previous 0.88%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$46.75 - $47.8 $203,876 - $208,455
4,361 Added 12.02%
40,633 $1.9 Million
Q3 2024

Oct 31, 2024
BUY
$47.0 - $47.84 $406,362 - $413,624
8,646 Added 31.3%
36,272 $1.73 Million
Q2 2024

Aug 01, 2024
BUY
$46.64 - $47.15 $608,418 - $615,071
13,045 Added 89.47%
27,626 $1.3 Million
Q1 2024

Apr 25, 2024
BUY
$46.78 - $47.19 $296,538 - $299,137
6,339 Added 76.91%
14,581 $685,000
Q4 2023

Feb 06, 2024
BUY
$46.16 - $47.09 $380,450 - $388,115
8,242 New
8,242 $387,000

Others Institutions Holding DFSD

# of Institutions
328
Shares Held
65.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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