Number of Shares
451,256.00
Current Holdings Value*
$18.60 Mil
% of Portfolio
5.71%
Total Estimate Gain
$117,354.16
% of Total Estimate Gain
0.61%

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

As of 2025-03-31, CLUNE & ASSOCIATES, LTD. held 451,256.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $18.60 Mil. This investment constitutes 5.71% of their stock portfolio, and CLUNE & ASSOCIATES, LTD. now holds 0.17% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.

The initial trade took place in 2024Q4. And since then CLUNE & ASSOCIATES, LTD. has made 1 purchases of DFUV, at an average price of $42.43, for a total of 451,256.00 shares. Based on historical transaction data and DFUV's current price of $42.69, CLUNE & ASSOCIATES, LTD.'s estimated gain on his DFUV holdings is $117,354.16, reflecting a 0.61% gain to date.

CLUNE & ASSOCIATES, LTD. DFUV ($42.69) Holding Chart

CLUNE & ASSOCIATES, LTD. DFUV ($42.69) 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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