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 106,690 shares of DFAU stock, worth $3.85 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
106,690
Previous 99,511
7.21%
Holding current value
$3.85 Million
Previous $4.03 Million
1.79%
% of portfolio
1.77%
Previous 1.78%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
488Shares Held
2.18BCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.81 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$178 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$150 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$131 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$130 Million45.35% of portfolio