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 246,535 shares of DISV stock, worth $7.2 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares
246,535
Previous 262,362 6.03%
Holding current value
$7.2 Million
Previous $6.97 Million 3.0%
% of portfolio
3.09%
Previous 3.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$26.09 - $30.21 $412,926 - $478,133
-15,827 Reduced 6.03%
246,535 $7.18 Million
Q4 2024

Feb 07, 2025
BUY
$26.18 - $28.77 $3.17 Million - $3.48 Million
121,045 Added 85.65%
262,362 $6.97 Million
Q3 2024

Oct 31, 2024
BUY
$26.06 - $29.18 $533,682 - $597,577
20,479 Added 16.95%
141,317 $4.11 Million
Q2 2024

Aug 01, 2024
SELL
$26.23 - $28.56 $566,200 - $616,496
-21,586 Reduced 15.16%
120,838 $3.25 Million
Q1 2024

Apr 25, 2024
BUY
$24.73 - $27.24 $67,141 - $73,956
2,715 Added 1.94%
142,424 $3.87 Million
Q4 2023

Feb 06, 2024
SELL
$22.43 - $25.87 $7,805 - $9,002
-348 Reduced 0.25%
139,709 $3.6 Million
Q3 2023

Nov 08, 2023
BUY
$23.27 - $25.13 $1.32 Million - $1.42 Million
56,514 Added 67.65%
140,057 $3.33 Million
Q2 2023

Aug 04, 2023
BUY
$23.01 - $24.6 $238,751 - $255,249
10,376 Added 14.18%
83,543 $1.98 Million
Q1 2023

May 05, 2023
BUY
$22.4 - $24.75 $762,160 - $842,118
34,025 Added 86.93%
73,167 $1.74 Million
Q4 2022

Feb 10, 2023
BUY
$18.45 - $22.54 $722,169 - $882,260
39,142 New
39,142 $869,000

Others Institutions Holding DISV

# of Institutions
326
Shares Held
66.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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