Clune & Associates, Ltd. Dimensional ETF Tr Dimensional Transaction History
Clune & Associates, Ltd.
- $326 Billion
- Q1 2025
A detailed history of Clune & Associates, Ltd. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Clune & Associates, Ltd. holds 18,904 shares of DISV stock, worth $608,141. This represents 0.17% of its overall portfolio holdings.
Number of Shares
18,904
Previous 18,895
0.05%
Holding current value
$608,141
Previous $502 Million
9.65%
% of portfolio
0.17%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$285 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$198 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$101 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$75 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$53 Million1.46% of portfolio