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 17,878 shares of DUHP stock, worth $667,385. This represents 0.17% of its overall portfolio holdings.
Number of Shares
17,878
Previous 17,875
0.02%
Holding current value
$667,385
Previous $592 Million
7.32%
% of portfolio
0.17%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
462Shares Held
244MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.5 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.36 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$304 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$268 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$263 Million15.92% of portfolio