Clune & Associates, Ltd. Dimensional ETF Tr Dimensional Transaction History
Clune & Associates, Ltd.
- $365 Billion
- Q2 2025
A detailed history of Clune & Associates, Ltd. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Clune & Associates, Ltd. holds 254,682 shares of DFIS stock, worth $7.81 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
254,682
Previous 233,018
9.3%
Holding current value
$7.81 Million
Previous $6.02 Billion
26.22%
% of portfolio
2.08%
Previous 1.85%
Shares
3 transactions
Others Institutions Holding DFIS
# of Institutions
263Shares Held
85.1MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$564 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$382 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.59MShares$110 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$89.9 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$87.5 Million1.31% of portfolio