Claris Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Claris Advisors, LLC

  • $290 Million
  • Q4 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 16,824 shares of DFSV stock, worth $528,273. This represents 0.18% of its overall portfolio holdings.

Number of Shares
16,824
Previous 16,014 5.06%
Holding current value
$528,273
Previous $509,000 3.73%
% of portfolio
0.18%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$30.55 - $32.35 $24,745 - $26,203
810 Added 5.06%
16,824 $528,000
Q2 2025

Jul 17, 2025
BUY
$24.21 - $29.47 $387,698 - $471,932
16,014 New
16,014 $471,000

Others Institutions Holding DFSV

# of Institutions
497
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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