Number of Shares
323,687.00
Current Holdings Value*
$12.74 Mil
% of Portfolio
3.91%
Total Estimate Gain
$2.05 Mil
% of Total Estimate Gain
17.23%

CLUNE & ASSOCIATES, LTD.'s Dimensional International Value ETF Holding Summary

As of 2025-03-31, CLUNE & ASSOCIATES, LTD. held 323,687.00 shares of Dimensional International Value ETF(DFIV), totaling $12.74 Mil. This investment constitutes 3.91% of their stock portfolio, and CLUNE & ASSOCIATES, LTD. now holds 0.13% of the outstanding Dimensional International Value ETF(DFIV) stock.

The initial trade took place in 2024Q4. And since then CLUNE & ASSOCIATES, LTD. has made 1 purchases of DFIV, at an average price of $36.72, for a total of 323,687.00 shares. Based on historical transaction data and DFIV's current price of $43.05, CLUNE & ASSOCIATES, LTD.'s estimated gain on his DFIV holdings is $2.05 Mil, reflecting a 17.23% gain to date.

CLUNE & ASSOCIATES, LTD. DFIV ($43.05) Holding Chart

CLUNE & ASSOCIATES, LTD. DFIV ($43.05) 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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