DUSB β€” DIMENSIONAL ETF TRUST

Ownership history in CLUNE & ASSOCIATES, LTD.  Β·  5 quarters on record

AI Ownership Summary

CLUNE & ASSOCIATES, LTD. reported DIMENSIONAL ETF TRUST (DUSB) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.43% in 2025 Q1. The latest visible filing shows DUSB at 1.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DUSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLUNE & ASSOCIATES, LTD.'s position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DUSB was reported at 1.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.43% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CLUNE & ASSOCIATES, LTD. held DUSB β€” position size vs. price
% of Fund (quarterly)    DUSB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 107,567 +10,599 +10.9% 1.18% $5.4M 2026-02-14 (Est.) $50.52
2025 Q3 ADDED 96,968 +8,987 +10.2% 1.23% $4.9M 2025-10-17 $49.84
2025 Q2 REDUCED 87,981 -3,646 -4.0% 1.22% $4.5M 2025-07-30 $49.36
2025 Q1 ADDED 91,627 +12,541 +15.9% 1.43% $4.6M 2025-04-28 $48.75
2024 Q4 INITIATED 79,086 β€” β€” 1.33% $4.0M 2025-02-11 $48.32

FAQ About CLUNE & ASSOCIATES, LTD. and DUSB

These are the practical questions this page is built to answer before you even open the full history table.

How long has CLUNE & ASSOCIATES, LTD. reported owning DUSB?

CLUNE & ASSOCIATES, LTD. reported DUSB across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported DUSB position in CLUNE & ASSOCIATES, LTD.'s portfolio?

The largest reported portfolio weight for DUSB was 1.43% in 2025 Q1.

What is the latest reported DUSB position on this page?

The most recent filing on this page is 2025 Q4, when CLUNE & ASSOCIATES, LTD. reported 107,567 shares, equal to 1.18% of portfolio, with an estimated market value of $5.4M.

What does the chart on this DUSB ownership page compare?

The chart compares CLUNE & ASSOCIATES, LTD.'s quarterly DUSB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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