Clune & Associates, Ltd. Dimensional ETF Tr U S Core Eq Transaction History
Clune & Associates, Ltd.
- $326 Billion
- Q1 2025
A detailed history of Clune & Associates, Ltd. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Clune & Associates, Ltd. holds 229,833 shares of DFAC stock, worth $7.97 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
229,833
Previous 231,536
0.74%
Holding current value
$7.97 Million
Previous $8.01 Billion
5.33%
% of portfolio
2.33%
Previous 2.66%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.87 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio