CA
DFAC icon

Clune & Associates’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Clune & Associates’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.9M Sell
245,177
-662
-0.3% -$28.3K 1.64% 17
2026
Q1 		$9.55M Buy
245,839
+6,518
+3% +$263K 1.8% 17
2025
Q4 		$9.47M Buy
239,321
+12,765
+6% +$498K 2.05% 11
2025
Q3 		$8.74M Sell
226,556
-3,425
-1% -$128K 2.18% 10
2025
Q2 		$8.24M Buy
229,981
+148
+0.1% +$4.94K 2.26% 10
2025
Q1 		$7.58M Sell
229,833
-1,703
-0.7% -$59.1K 2.33% 9
2024
Q4 		$8.01M Buy
+231,536
New +$8.15M 2.66% 8

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Clune & Associates's DFAC Position: Q2 2026 in Review

Clune & Associates reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.27% in Q2 2026, selling an estimated $28.3K and leaving 245,177 shares worth $10.9M. The position accounts for 1.64% of the portfolio, ranked #17.

Clune & Associates first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. 311 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Clune & Associates held 245,177 shares of Dimensional US Core Equity 2 ETF worth $10.9M as of Q2 2026.
  • Clune & Associates sold 662 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $28.3K.
  • Dimensional US Core Equity 2 ETF made up 1.64% of Clune & Associates's portfolio in Q2 2026, its #17 holding.
  • Clune & Associates first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 311 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.