Claris Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Claris Advisors, LLC
- $227 Million
- Q4 2024
A detailed history of Claris Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Claris Advisors, LLC holds 226,878 shares of DFUS stock, worth $13.6 Million. This represents 6.38% of its overall portfolio holdings.
Number of Shares
226,878
Previous 226,377
0.22%
Holding current value
$13.6 Million
Previous $14.1 Million
2.78%
% of portfolio
6.38%
Previous 7.2%
Shares
13 transactions
Others Institutions Holding DFUS
# of Institutions
734Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.59 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$479 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$349 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$288 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$243 Million0.09% of portfolio