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Clune & Associates’s Dimensional US Small Cap ETF DFAS Stock Holding History

Clune & Associates’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.7M Sell
226,612
-11,554
-5% -$895K 2.82% 11
2026
Q1 		$16.9M Sell
238,166
-16,192
-6% -$1.19M 3.19% 6
2025
Q4 		$17.7M Buy
254,358
+21,676
+9% +$1.49M 3.83% 3
2025
Q3 		$15.9M Sell
232,682
-1,498
-0.6% -$100K 3.98% 3
2025
Q2 		$14.9M Buy
234,180
+17,114
+8% +$1.03M 4.08% 3
2025
Q1 		$13M Buy
217,066
+3,081
+1% +$198K 3.98% 2
2024
Q4 		$13.9M Buy
+213,985
New +$14.3M 4.62% 2

Other funds holding DFAS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

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

Clune & Associates reduced its Dimensional US Small Cap ETF (DFAS) stake by 4.9% in Q2 2026, selling an estimated $895K and leaving 226,612 shares worth $18.7M. The position accounts for 2.82% of the portfolio, ranked #11.

Clune & Associates first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 209 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Clune & Associates held 226,612 shares of Dimensional US Small Cap ETF worth $18.7M as of Q2 2026.
  • Clune & Associates sold 11,554 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $895K.
  • Dimensional US Small Cap ETF made up 2.82% of Clune & Associates's portfolio in Q2 2026, its #11 holding.
  • Clune & Associates first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 209 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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