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 $7.42 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
229,833
Previous 231,536
0.74%
Holding current value
$7.42 Million
Previous $8.01 Billion
5.33%
% of portfolio
2.33%
Previous 2.66%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,080Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio