Clune & Associates, Ltd. Purchases in Q4 2024

Clune & Associates, Ltd.

  • $301 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
423K
New
$40.38 - $44.35 $17.1M - $18.8M
423K $17.3B
DFAS
Dimensional ETF Tr U S Small C

ETFs
214K
New
$63.58 - $71.15 $13.6M - $15.2M
214K $13.9B
SPY
Spdr S&P 500 ETF Trust

ETFs
21.4K
New
$567.81 - $607.81 $12.1M - $13M
21.4K $12.5B
DFIV
Dimensional ETF Tr

ETFs
308K
New
$34.86 - $37.97 $10.7M - $11.7M
308K $10.9B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
138K
New
$77.02 - $78.58 $10.6M - $10.8M
138K $10.6B
DFSD
Dimensional ETF Tr Short Durat

ETFs
220K
New
$46.75 - $47.8 $10.3M - $10.5M
220K $10.3B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
118K
New
$77.86 - $79.27 $9.19M - $9.36M
118K $9.21B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
232K
New
$33.92 - $36.6 $7.85M - $8.47M
232K $8.01B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14.5K
New
$521.84 - $558.82 $7.59M - $8.13M
14.5K $7.84B
AAPL
Apple Inc.

Technology
29.1K
New
$221.69 - $259.02 $6.46M - $7.55M
29.1K $7.3B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
106K
New
$58.88 - $64.8 $6.26M - $6.89M
106K $6.26B
AVLV
American Centy ETF Tr Avantis
81.8K
New
$65.51 - $71.22 $5.36M - $5.82M
81.8K $5.46B
DFIS
Dimensional ETF Tr Dimensional

ETFs
220K
New
$24.25 - $26.7 $5.34M - $5.88M
220K $5.41B
EMB
Ishares Tr

ETFs
59.9K
New
$88.94 - $93.46 $5.33M - $5.6M
59.9K $5.33B
VO
Vanguard Mid Cap ETF

ETFs
20K
New
$261.5 - $284.63 $5.23M - $5.69M
20K $5.28B
VTV
Vanguard Value ETF

ETFs
26.4K
New
$168.32 - $181.87 $4.45M - $4.81M
26.4K $4.48B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
94.1K
New
$42.33 - $43.3 $3.98M - $4.08M
94.1K $4.01B
Dimensional ETF Trust
79.1K
New
N/A
79.1K $4B
NVDA
Nvidia Corp

Technology
29.5K
New
$117.0 - $148.88 $3.45M - $4.38M
29.5K $3.96B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
34.1K
New
$113.92 - $127.38 $3.88M - $4.34M
34.1K $3.93B
BNDX
Vanguard Total International B

ETFs
79K
New
$48.91 - $50.61 $3.86M - $4M
79K $3.87B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
31.7K
New
$114.08 - $125.68 $3.62M - $3.99M
31.7K $3.63B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
137K
New
$26.16 - $28.82 $3.59M - $3.95M
137K $3.59B
FNDC
Schwab Fundamental Intl Small

ETFs
104K
New
$33.92 - $38.03 $3.51M - $3.94M
104K $3.54B
ABBV
Abb Vie Inc.

Healthcare
19.2K
New
$164.99 - $203.87 $3.16M - $3.91M
19.2K $3.41B
DFAT
Dimensional ETF Tr U S Target

ETFs
60.7K
New
$54.54 - $61.04 $3.31M - $3.71M
60.7K $3.38B
VNQ
Vanguard Specialized Funds Van

ETFs
36.3K
New
$87.85 - $98.6 $3.19M - $3.58M
36.3K $3.23B
AVIV
American Centy ETF Tr Avantis
61.5K
New
$51.24 - $55.81 $3.15M - $3.43M
61.5K $3.19B
IGE
Ishares Tr North Amern Nat Res

ETFs
73.5K
New
$41.52 - $48.01 $3.05M - $3.53M
73.5K $3.14B
CAT
Caterpillar Inc

Industrials
8.5K
New
$360.37 - $416.88 $3.06M - $3.54M
8.5K $3.08B
VB
Vanguard Small Cap ETF

ETFs
12.4K
New
$233.76 - $261.58 $2.89M - $3.24M
12.4K $2.98B
MUB
Ishares National Muni Bond ETF

ETFs
27.8K
New
$105.78 - $108.7 $2.94M - $3.02M
27.8K $2.96B
SUB
Ishares Short Term National Mu

ETFs
27.7K
New
$104.94 - $106.2 $2.9M - $2.94M
27.7K $2.92B
DFAU
Dimensional ETF Tr

ETFs
63.1K
New
$39.27 - $42.38 $2.48M - $2.67M
63.1K $2.55B
AVEM
American Centy ETF Tr Avantis

ETFs
42K
New
$58.59 - $66.14 $2.46M - $2.78M
42K $2.47B
DFUS
Dimensional ETF Tr U S Equity

ETFs
38.5K
New
$61.52 - $66.5 $2.37M - $2.56M
38.5K $2.45B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
23.6K
New
$100.16 - $100.7 $2.36M - $2.37M
23.6K $2.36B
VEU
Vanguard Ftse All World Ex Us

ETFs
40.4K
New
$57.29 - $63.1 $2.31M - $2.55M
40.4K $2.32B
DFSV
Dimensional ETF Tr Dimensional

ETFs
74.1K
New
$30.18 - $33.87 $2.24M - $2.51M
74.1K $2.28B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
35.6K
New
N/A
35.6K $2.25B
DFAI
Dimensional ETF Tr

ETFs
76.4K
New
$29.0 - $31.6 $2.22M - $2.41M
76.4K $2.23B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
17.1K
New
$126.68 - $134.74 $2.16M - $2.3M
17.1K $2.18B
DFAX
Dimensional ETF Tr
86.7K
New
$24.76 - $27.04 $2.15M - $2.34M
86.7K $2.16B
EEM
Ishares Msci Emerging Markets

ETFs
48.1K
New
$41.82 - $47.36 $2.01M - $2.28M
48.1K $2.01B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
38.7K
New
$51.54 - $52.55 $1.99M - $2.03M
38.7K $2B
DFAE
Dimensional ETF Tr

ETFs
76.9K
New
$25.36 - $28.15 $1.95M - $2.17M
76.9K $1.95B
MSFT
Microsoft Corp

Technology
4.58K
New
$406.35 - $454.46 $1.86M - $2.08M
4.58K $1.93B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
45.6K
New
$41.17 - $43.34 $1.88M - $1.98M
45.6K $1.88B
VBR
Vanguard Small Cap Value ETF

ETFs
9.37K
New
$197.36 - $217.3 $1.85M - $2.04M
9.37K $1.86B
Activity Summary
Buys All Purchases 136 New Holdings 136 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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