Claris Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Claris Advisors, LLC

  • $280 Million
  • Q3 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 232,316 shares of DISV stock, worth $8.34 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares
232,316
Previous 232,316 -0.0%
Holding current value
$8.34 Million
Previous $7.65 Million 8.45%
% of portfolio
2.96%
Previous 2.93%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$25.93 - $32.91 $368,698 - $467,947
-14,219 Reduced 5.77%
232,316 $7.65 Million
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
391
Shares Held
81.8M
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
Track This Portfolio

Track Claris Advisors, LLC Portfolio

Follow Claris Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Claris Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Claris Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email