Clune & Associates, Ltd. DIMENSIONAL ETF TRUST Transaction History

Clune & Associates, Ltd.

  • $400 Billion
  • Q3 2025
Number of Shares
96,968
Previous 87,981 10.21%
Holding current value
$4.92 Billion
Previous $4.47 Billion 10.28%
% of portfolio
1.23%
Previous 1.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
N/A
8,987 Added 10.21%
96,968 $4.92 Billion
Q2 2025

Jul 30, 2025
SELL
N/A
-3,646 Reduced 3.98%
87,981 $4.47 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
12,541 Added 15.86%
91,627 $4.65 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
79,086 New
79,086 $4 Billion
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