Clune & Associates’s U.S. Core Equity 2 Portfolio ETF Class Shares 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 Q3	$10.9M	Sell	244,469 -708	-0.3%	-$31.9K	1.66%	19
2026 Q2	$10.9M	Sell	245,177 -662	-0.3%	-$28.3K	1.64%	17
2026 Q1	$9.6M	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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $416M AUM 15.31% 1-Year Est. Return

Clune & Associates's DFAC Position: Q3 2026 in Review

Clune & Associates reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.29% in Q3 2026, selling an estimated $31.9K and leaving 244,469 shares worth $10.9M. The position accounts for 1.66% of the portfolio, ranked #19.

Clune & Associates first reported a position in DFAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.9M in Q2 2026. 262 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Clune & Associates held 244,469 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $10.9M as of Q3 2026.
Clune & Associates sold 708 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $31.9K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 1.66% of Clune & Associates's portfolio in Q3 2026, its #19 holding.
Clune & Associates first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $10.9M in Q2 2026.
262 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.