Claris Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Claris Advisors, LLC

  • $227 Million
  • Q4 2024

A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Claris Advisors, LLC holds 317,563 shares of DUHP stock, worth $11.2 Million. This represents 4.73% of its overall portfolio holdings.

Number of Shares
317,563
Previous 183,034 73.5%
Holding current value
$11.2 Million
Previous $6.24 Million 72.09%
% of portfolio
4.73%
Previous 3.19%

Shares

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

Feb 07, 2025
BUY
$33.62 - $35.69 $4.52 Million - $4.8 Million
134,529 Added 73.5%
317,563 $10.7 Million
Q3 2024

Oct 31, 2024
BUY
$30.74 - $34.07 $702,009 - $778,056
22,837 Added 14.26%
183,034 $6.24 Million
Q2 2024

Aug 01, 2024
SELL
$29.72 - $32.4 $175,853 - $191,710
-5,917 Reduced 3.56%
160,197 $5.12 Million
Q1 2024

Apr 25, 2024
BUY
$28.16 - $31.61 $367,994 - $413,079
13,068 Added 8.54%
166,114 $5.25 Million
Q4 2023

Feb 06, 2024
BUY
$24.79 - $28.64 $558,642 - $645,402
22,535 Added 17.27%
153,046 $4.38 Million
Q3 2023

Nov 08, 2023
BUY
$25.64 - $27.32 $1.39 Million - $1.48 Million
54,029 Added 70.64%
130,511 $3.35 Million
Q2 2023

Aug 04, 2023
BUY
$24.51 - $26.54 $50,515 - $54,698
2,061 Added 2.77%
76,482 $2.03 Million
Q1 2023

May 05, 2023
BUY
$23.91 - $25.61 $742,166 - $794,934
31,040 Added 71.55%
74,421 $1.87 Million
Q4 2022

Feb 10, 2023
BUY
$21.59 - $25.35 $936,595 - $1.1 Million
43,381 New
43,381 $1.04 Million

Others Institutions Holding DUHP

# of Institutions
389
Shares Held
219M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DUHP Quotes by TradingView
  • Ticker DUHP
  • Sector ETFs
  • Industry ETFs
More about DUHP
Track This Portfolio

Track Claris Advisors, LLC Portfolio

Follow Claris Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Claris Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Claris Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email