A detailed history of Clune & Associates, Ltd. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Clune & Associates, Ltd. holds 323,687 shares of DFIV stock, worth $13 Million. This represents 3.91% of its overall portfolio holdings.

Number of Shares
323,687
Previous 307,854 5.14%
Holding current value
$13 Million
Previous $10.9 Billion 16.64%
% of portfolio
3.91%
Previous 3.63%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025

BUY
$35.33 - $40.77 $559,379 - $645,511
15,833 Added 5.14%
323,687 $12.7 Billion
Q4 2024

Feb 11, 2025

BUY
$34.86 - $37.97 $10.7 Million - $11.7 Million
307,854 New
307,854 $10.9 Billion

Others Institutions Holding DFIV

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Clune & Associates, Ltd. Portfolio

Follow Clune & Associates, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clune & Associates, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Clune & Associates, Ltd. with notifications on news.