Clune & Associates, Ltd. Dimensional ETF Tr Dimensional Transaction History
Clune & Associates, Ltd.
- $400 Billion
- Q3 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 261,155 shares of DFIS stock, worth $8.21 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
261,155
Previous 254,682
2.54%
Holding current value
$8.21 Million
Previous $7.6 Billion
8.69%
% of portfolio
2.06%
Previous 2.08%
Shares
4 transactions
Others Institutions Holding DFIS
# of Institutions
287Shares Held
114MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.07 Billion0.74% of portfolio
-
Matson Money. Inc.12.2MShares$384 Million12.88% of portfolio
-
Natixis Advisors, L.P. Boston, MA7.99MShares$251 Million0.37% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$111 Million0.47% of portfolio
-
First Citizens Bank & Trust CO3.43MShares$108 Million1.94% of portfolio