CLUNE & ASSOCIATES, LTD. DFAS Holdings History
CLUNE & ASSOCIATES, LTD.'s Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, CLUNE & ASSOCIATES, LTD. held 217,066.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $12.97 Mil. This investment constitutes 3.98% of their stock portfolio, and CLUNE & ASSOCIATES, LTD. now holds 0.14% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2024Q4. And since then CLUNE & ASSOCIATES, LTD. has made 1 purchases of DFAS, at an average price of $66.89, for a total of 217,066.00 shares. Based on historical transaction data and DFAS's current price of $64.98, CLUNE & ASSOCIATES, LTD.'s estimated gain on his DFAS holdings is $-415,206.48, reflecting a -2.86% gain to date.
CLUNE & ASSOCIATES, LTD. DFAS ($64.98) Holding Chart
CLUNE & ASSOCIATES, LTD. DFAS ($64.98) 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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