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Clune & Associates’s Dimensional US Real Estate ETF DFAR Stock Holding History

Clune & Associates’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.48M Sell
56,579
-11,895
-17% -$306K 0.22% 69
2026
Q1 		$1.62M Sell
68,474
-10,268
-13% -$247K 0.3% 71
2025
Q4 		$1.8M Buy
78,742
+30,718
+64% +$719K 0.39% 65
2025
Q3 		$1.15M Sell
48,024
-1,265
-3% -$29.8K 0.29% 77
2025
Q2 		$1.16M Buy
49,289
+4,075
+9% +$94.6K 0.32% 71
2025
Q1 		$1.07M Buy
45,214
+5,588
+14% +$132K 0.33% 73
2024
Q4 		$922K Buy
+39,626
New +$981K 0.31% 75

Other funds holding DFAR

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

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

Clune & Associates reduced its Dimensional US Real Estate ETF (DFAR) stake by 17% in Q2 2026, selling an estimated $306K and leaving 56,579 shares worth $1.48M. The position accounts for 0.22% of the portfolio, ranked #69.

Clune & Associates first reported a position in DFAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.8M in Q4 2025. 58 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Clune & Associates held 56,579 shares of Dimensional US Real Estate ETF worth $1.48M as of Q2 2026.
  • Clune & Associates sold 11,895 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $306K.
  • Dimensional US Real Estate ETF made up 0.22% of Clune & Associates's portfolio in Q2 2026, its #69 holding.
  • Clune & Associates first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's Dimensional US Real Estate ETF position peaked at $1.8M in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

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