Claris Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Claris Advisors, LLC

$290 Million
Q4 2025

A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Claris Advisors, LLC holds 399,783 shares of DFUV stock, worth $18 Million. This represents 6.21% of its overall portfolio holdings.

Number of Shares

399,783

Previous 393,977 1.47%

Holding current value

$18 Million

Previous $17.6 Million 2.27%

% of portfolio

6.21%

Previous 6.28%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$43.57 - $45.71 $252,967 - $265,392	5,806 Added 1.47%	399,783 $18 Million
Q2 2025 Jul 17, 2025	SELL	$36.25 - $42.28 $1.17 Million - $1.37 Million	-32,408 Reduced 7.6%	393,977 $16.7 Million
Q1 2025 Apr 17, 2025	BUY	$39.96 - $43.3 $1.35 Million - $1.46 Million	33,689 Added 8.58%	426,385 $17.6 Million
Q4 2024 Feb 07, 2025	BUY	$40.38 - $44.35 $33,596 - $36,899	832 Added 0.21%	392,696 $16.1 Million
Q3 2024 Oct 31, 2024	BUY	$38.51 - $41.69 $250,700 - $271,401	6,510 Added 1.69%	391,864 $16.3 Million

Q2 2024 Aug 01, 2024	SELL	$38.53 - $40.76 $226,903 - $240,035	-5,889 Reduced 1.51%	385,354 $15.1 Million
Q1 2024 Apr 25, 2024	SELL	$36.22 - $40.9 $5,976 - $6,748	-165 Reduced 0.04%	391,243 $16 Million
Q4 2023 Feb 06, 2024	SELL	$31.85 - $37.39 $72,809 - $85,473	-2,286 Reduced 0.58%	391,408 $14.6 Million
Q3 2023 Nov 08, 2023	BUY	$33.83 - $36.19 $301,154 - $322,163	8,902 Added 2.31%	393,694 $13.4 Million
Q2 2023 Aug 04, 2023	BUY	$32.32 - $34.5 $116,481 - $124,338	3,604 Added 0.95%	384,792 $13.3 Million
Q1 2023 May 05, 2023	BUY	$31.9 - $35.83 $204,798 - $230,028	6,420 Added 1.71%	381,188 $12.8 Million
Q4 2022 Feb 10, 2023	SELL	$30.23 - $35.36 $112,606 - $131,716	-3,725 Reduced 0.98%	374,768 $12.5 Million
Q3 2022 Nov 01, 2022	BUY	$29.6 - $34.78 $230,909 - $271,318	7,801 Added 2.1%	378,493 $11.2 Million
Q2 2022 Jul 28, 2022	BUY	$30.92 - $35.31 $11.5 Million - $13.1 Million	370,692 New	370,692 $11.7 Million

Others Institutions Holding DFUV

# of Institutions

768

Shares Held

246M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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Claris Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History