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 242,745 shares of DIHP stock, worth $6.54 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
242,745
Previous 260,396
6.78%
Holding current value
$6.54 Million
Previous $6.57 Million
0.5%
% of portfolio
2.82%
Previous 2.9%
Shares
10 transactions
Others Institutions Holding DIHP
# of Institutions
248Shares Held
130MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$644 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$601 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$417 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$174 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$168 Million3.11% of portfolio