Claris Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Claris Advisors, LLC
- $232 Million
- Q1 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 426,385 shares of DFUV stock, worth $16.2 Million. This represents 7.56% of its overall portfolio holdings.
Number of Shares
426,385
Previous 392,696
8.58%
Holding current value
$16.2 Million
Previous $16.1 Million
9.35%
% of portfolio
7.56%
Previous 7.08%
Shares
12 transactions
Others Institutions Holding DFUV
# of Institutions
712Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.29 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.2 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$684 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$550 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$409 Million0.67% of portfolio