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 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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return