Number of Shares
91,627.00
Current Holdings Value*
$4.65 Mil
% of Portfolio
1.43%
Total Estimate Gain
$5,623.03
% of Total Estimate Gain
0.12%

CLUNE & ASSOCIATES, LTD.'s Dimensional Ultrashort Fixed Income ETF Holding Summary

As of 2025-03-31, CLUNE & ASSOCIATES, LTD. held 91,627.00 shares of Dimensional Ultrashort Fixed Income ETF(DUSB), totaling $4.65 Mil. This investment constitutes 1.43% of their stock portfolio, and CLUNE & ASSOCIATES, LTD. now holds 0.4% of the outstanding Dimensional Ultrashort Fixed Income ETF(DUSB) stock.

The initial trade took place in 2024Q4. And since then CLUNE & ASSOCIATES, LTD. has made 1 purchases of DUSB, at an average price of $50.74, for a total of 91,627.00 shares. Based on historical transaction data and DUSB's current price of $50.80, CLUNE & ASSOCIATES, LTD.'s estimated gain on his DUSB holdings is $5,623.03, reflecting a 0.12% gain to date.

CLUNE & ASSOCIATES, LTD. DUSB ($50.80) Holding Chart

CLUNE & ASSOCIATES, LTD. DUSB ($50.80) 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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