Claris Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Claris Advisors, LLC
- $232 Million
- Q1 2025
A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Claris Advisors, LLC holds 9,474 shares of DFIC stock, worth $263,566. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,474
Previous 9,812
3.44%
Holding current value
$263,566
Previous $253,000
3.95%
% of portfolio
0.11%
Previous 0.11%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
444Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.3 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$819 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$763 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$455 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$171 Million10.37% of portfolio