CLUNE & ASSOCIATES, LTD. DFSD Holdings History
CLUNE & ASSOCIATES, LTD.'s Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, CLUNE & ASSOCIATES, LTD. held 245,025.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $11.64 Mil. This investment constitutes 3.58% of their stock portfolio, and CLUNE & ASSOCIATES, LTD. now holds 0.26% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2024Q4. And since then CLUNE & ASSOCIATES, LTD. has made 1 purchases of DFSD, at an average price of $47.29, for a total of 245,025.00 shares. Based on historical transaction data and DFSD's current price of $47.92, CLUNE & ASSOCIATES, LTD.'s estimated gain on his DFSD holdings is $153,902.06, reflecting a 1.33% gain to date.
CLUNE & ASSOCIATES, LTD. DFSD ($47.92) Holding Chart
CLUNE & ASSOCIATES, LTD. DFSD ($47.92) 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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