Claris Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Claris Advisors, LLC

  • $196 Million
  • Q3 2024

A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Claris Advisors, LLC holds 9,769 shares of DFIC stock, worth $261,223. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,769
Previous 9,729 0.41%
Holding current value
$261,223
Previous $255,000 7.45%
% of portfolio
0.14%
Previous 0.16%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$25.36 - $28.37 $1,014 - $1,134
40 Added 0.41%
9,769 $274,000
Q2 2024

Aug 01, 2024
SELL
$25.73 - $27.44 $27,479 - $29,305
-1,068 Reduced 9.89%
9,729 $255,000
Q1 2024

Apr 25, 2024
BUY
$24.62 - $26.83 $265,822 - $289,683
10,797 New
10,797 $288,000
Q3 2023

Nov 08, 2023
BUY
$23.25 - $25.17 $2,836 - $3,070
122 Added 0.75%
16,367 $382,000
Q2 2023

Aug 04, 2023
BUY
$23.45 - $24.88 $4,174 - $4,428
178 Added 1.11%
16,245 $394,000
Q1 2023

May 05, 2023
BUY
$22.5 - $24.64 $765 - $837
34 Added 0.21%
16,067 $386,000
Q4 2022

Feb 10, 2023
BUY
$19.06 - $23.03 $305,588 - $369,239
16,033 New
16,033 $358,000

Others Institutions Holding DFIC

# of Institutions
348
Shares Held
224M
Call Options Held
900
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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