Number of Shares
229,833.00
Current Holdings Value*
$7.58 Mil
% of Portfolio
2.33%
Total Estimate Gain
$222,035.42
% of Total Estimate Gain
2.72%

CLUNE & ASSOCIATES, LTD.'s Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-03-31, CLUNE & ASSOCIATES, LTD. held 229,833.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $7.58 Mil. This investment constitutes 2.33% of their stock portfolio, and CLUNE & ASSOCIATES, LTD. now holds 0.02% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $34.71 for 1,703.00 shares. Based on historical transaction data and DFAC's current price of $36.21, CLUNE & ASSOCIATES, LTD.'s estimated gain on his DFAC holdings is $222,035.42, reflecting a 2.72% gain to date.

CLUNE & ASSOCIATES, LTD. DFAC ($36.21) Holding Chart

CLUNE & ASSOCIATES, LTD. DFAC ($36.21) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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