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 434,205 shares of DFAU stock, worth $20 Million. This represents 6.88% of its overall portfolio holdings.
Number of Shares
434,205
Previous 456,829
4.95%
Holding current value
$20 Million
Previous $20.9 Million
4.56%
% of portfolio
6.88%
Previous 7.46%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
549Shares Held
150MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.51MShares$207 Million17.66% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio