Clune & Associates, Ltd. Dimensional ETF Tr Core Fxd In Transaction History
Clune & Associates, Ltd.
- $326 Billion
- Q1 2025
A detailed history of Clune & Associates, Ltd. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Clune & Associates, Ltd. holds 54,071 shares of DFCF stock, worth $2.27 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
54,071
Previous 45,622
18.52%
Holding current value
$2.27 Million
Previous $1.88 Billion
20.79%
% of portfolio
0.7%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
415Shares Held
121MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$466 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio