Clune & Associates, Ltd. DIMENSIONAL ETF TRUST Transaction History

Clune & Associates, Ltd.

  • $400 Billion
  • Q3 2025
Number of Shares
74,460
Previous 63,554 17.16%
Holding current value
$2.45 Billion
Previous $1.97 Billion 24.26%
% of portfolio
0.61%
Previous 0.54%

Shares

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

Oct 17, 2025
BUY
N/A
10,906 Added 17.16%
74,460 $2.45 Billion
Q2 2025

Jul 30, 2025
BUY
N/A
4,222 Added 7.12%
63,554 $1.97 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
344 Added 0.58%
59,332 $1.81 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
58,988 New
58,988 $1.77 Billion
Track This Portfolio

Track Clune & Associates, Ltd. Portfolio

Follow Clune & Associates, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clune & Associates, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Clune & Associates, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email