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 $570,522. This represents 0.17% of its overall portfolio holdings.
Number of Shares
18,904
Previous 18,895
0.05%
Holding current value
$570,522
Previous $502 Million
9.65%
% of portfolio
0.17%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
331Shares Held
66.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$268 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$186 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$95.1 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$67.3 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$49.7 Million1.46% of portfolio