Clune & Associates’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Clune & Associates’s Portfolio DFAI Stock Details DFAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.29M	Sell	31,166 -81	-0.3%	-$3.43K	0.2%	71
2026 Q2	$1.29M	Sell	31,247 -23,206	-43%	-$955K	0.19%	76
2026 Q1	$2.12M	Sell	54,453 -15,123	-22%	-$605K	0.4%	58
2025 Q4	$2.65M	Sell	69,576 -3,254	-4%	-$121K	0.57%	50
2025 Q3	$2.65M	Buy	72,830 +99	+0.1%	+$3.5K	0.66%	48
2025 Q2	$2.51M	Sell	72,731 -3,559	-5%	-$117K	0.69%	46
2025 Q1	$2.38M	Sell	76,290 -134	-0.2%	-$4.14K	0.73%	42
2024 Q4	$2.23M	Buy	+76,424	New	+$2.32M	0.74%	42

Other funds holding DFAI

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

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

Clune & Associates reduced its Dimensional International Core Equity Market ETF (DFAI) stake by 0.26% in Q3 2026, selling an estimated $3.43K and leaving 31,166 shares worth $1.29M. The position accounts for 0.2% of the portfolio, ranked #71.

Clune & Associates first reported a position in DFAI in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.65M in Q4 2025. 287 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

Clune & Associates held 31,166 shares of Dimensional International Core Equity Market ETF worth $1.29M as of Q3 2026.
Clune & Associates sold 81 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $3.43K.
Dimensional International Core Equity Market ETF made up 0.2% of Clune & Associates's portfolio in Q3 2026, its #71 holding.
Clune & Associates first reported a position in Dimensional International Core Equity Market ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Dimensional International Core Equity Market ETF position peaked at $2.65M in Q4 2025.
287 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

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