Claris Advisors, LLC Dimensional ETF Tr Transaction History
Claris Advisors, LLC
- $290 Million
- Q4 2025
A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Claris Advisors, LLC holds 294,465 shares of DFAI stock, worth $10.9 Million. This represents 3.77% of its overall portfolio holdings.
Number of Shares
294,465
Previous 266,420
10.53%
Holding current value
$10.9 Million
Previous $9.68 Million
12.77%
% of portfolio
3.77%
Previous 3.45%
Shares
16 transactions
Others Institutions Holding DFAI
# of Institutions
715Shares Held
286MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio