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Clune & Associates’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Clune & Associates’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.95M Sell
73,427
-15,072
-17% -$583K 0.45% 44
2026
Q1 		$3M Sell
88,499
-25,387
-22% -$888K 0.56% 46
2025
Q4 		$3.71M Buy
113,886
+6,533
+6% +$210K 0.8% 40
2025
Q3 		$3.38M Buy
107,353
+13,498
+14% +$407K 0.85% 38
2025
Q2 		$2.72M Buy
93,855
+9,312
+11% +$250K 0.74% 41
2025
Q1 		$2.19M Buy
84,543
+7,618
+10% +$198K 0.67% 47
2024
Q4 		$1.95M Buy
+76,925
New +$2.04M 0.65% 47

Other funds holding DFAE

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Clune & Associates reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 17% in Q2 2026, selling an estimated $583K and leaving 73,427 shares worth $2.95M. The position accounts for 0.45% of the portfolio, ranked #44.

Clune & Associates first reported a position in DFAE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.71M in Q4 2025. 190 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Clune & Associates held 73,427 shares of Dimensional Emerging Core Equity Market ETF worth $2.95M as of Q2 2026.
  • Clune & Associates sold 15,072 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $583K.
  • Dimensional Emerging Core Equity Market ETF made up 0.45% of Clune & Associates's portfolio in Q2 2026, its #44 holding.
  • Clune & Associates first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's Dimensional Emerging Core Equity Market ETF position peaked at $3.71M in Q4 2025.
  • 190 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

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