Clune & Associates, Ltd. Dimensional ETF Tr Short Durat Transaction History
Clune & Associates, Ltd.
- $301 Billion
- Q4 2024
A detailed history of Clune & Associates, Ltd. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Clune & Associates, Ltd. holds 220,193 shares of DFSD stock, worth $10.4 Million. This represents 3.43% of its overall portfolio holdings.
Number of Shares
220,193Holding current value
$10.4 Million% of portfolio
3.43%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
303Shares Held
61.2MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
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Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98 Million1.09% of portfolio