Clune & Associates, Ltd. Dimensional ETF Tr Short Durat Transaction History
Clune & Associates, Ltd.
- $326 Billion
- Q1 2025
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 245,025 shares of DFSD stock, worth $11.7 Million. This represents 3.58% of its overall portfolio holdings.
Number of Shares
245,025
Previous 220,193
11.28%
Holding current value
$11.7 Million
Previous $10.3 Billion
12.8%
% of portfolio
3.58%
Previous 3.43%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
339Shares Held
68.2MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$199 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$124 Million11.2% of portfolio