Claris Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Claris Advisors, LLC
- $196 Million
- Q3 2024
A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Claris Advisors, LLC holds 80,620 shares of DFAT stock, worth $4.52 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
80,620
Previous 78,340
2.91%
Holding current value
$4.52 Million
Previous $4.06 Million
10.36%
% of portfolio
2.29%
Previous 2.48%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$793 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$492 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$413 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$291 Million2.46% of portfolio