Clune & Associates, Ltd. Dimensional ETF Tr Short Durat Transaction History
Clune & Associates, Ltd.
- $365 Billion
- Q2 2025
A detailed history of Clune & Associates, Ltd. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Clune & Associates, Ltd. holds 268,192 shares of DFSD stock, worth $12.9 Million. This represents 3.52% of its overall portfolio holdings.
Number of Shares
268,192
Previous 245,025
9.45%
Holding current value
$12.9 Million
Previous $11.6 Billion
10.58%
% of portfolio
3.52%
Previous 3.58%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
360Shares Held
74.3MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$176 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$127 Million11.4% of portfolio