Claris Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Claris Advisors, LLC

$227 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$21.91 - $26.03 $174,535 - $207,354	7,966 New	7,966 $204,000

Others Institutions Holding DFAR

# of Institutions

252

Shares Held

41.1M

Call Options Held

1.9K

Put Options Held

0

Vista Wealth Management Group, LLC

3.02M
Shares

$68 Million
4.72% of portfolio
High Tower Advisors, LLC Chicago, IL

2.34M
Shares

$52.6 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

1.95M
Shares

$43.9 Million
11.11% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.68M
Shares

$37.8 Million
3.61% of portfolio
Bridgeworth, LLC Birmingham, AL

1.33M
Shares

$29.9 Million
2.99% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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