Clune & Associates, Ltd. Dimensional ETF Tr Short Durat Transaction History
Clune & Associates, Ltd.
- $400 Billion
- Q3 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 279,232 shares of DFSD stock, worth $13.5 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
279,232
Previous 268,192
4.12%
Holding current value
$13.5 Million
Previous $12.9 Billion
4.51%
% of portfolio
3.36%
Previous 3.52%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
379Shares Held
81.2MCall Options Held
0Put Options Held
0-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$124 Million10.42% of portfolio