Claris Advisors, LLC Dimensional ETF Tr Transaction History
Claris Advisors, LLC
- $232 Million
- Q1 2025
A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Claris Advisors, LLC holds 110,634 shares of DFAI stock, worth $3.44 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
110,634
Previous 79,742
38.74%
Holding current value
$3.44 Million
Previous $2.33 Million
48.41%
% of portfolio
1.49%
Previous 1.03%
Shares
14 transactions
Others Institutions Holding DFAI
# of Institutions
615Shares Held
231MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$207 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$186 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$173 Million17.39% of portfolio