Clune & Associates, Ltd. Dimensional ETF Tr Dimensional Transaction History
Clune & Associates, Ltd.
- $365 Billion
- Q2 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 18,054 shares of DISV stock, worth $616,183. This represents 0.16% of its overall portfolio holdings.
Number of Shares
18,054
Previous 18,904
4.5%
Holding current value
$616,183
Previous $550 Million
7.93%
% of portfolio
0.16%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
356Shares Held
77MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$303 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$201 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$199 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$108 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$86 Million1.18% of portfolio