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Clune & Associates’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Clune & Associates’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.57M Sell
79,675
-978
-1% -$65.4K 0.84% 28
2026
Q1 		$5.04M Sell
80,653
-8,059
-9% -$512K 0.95% 29
2025
Q4 		$5.28M Buy
88,712
+15,343
+21% +$895K 1.14% 25
2025
Q3 		$4.27M Sell
73,369
-2,595
-3% -$148K 1.07% 28
2025
Q2 		$4.1M Buy
75,964
+6,973
+10% +$355K 1.12% 26
2025
Q1 		$3.55M Buy
68,991
+8,245
+14% +$454K 1.09% 29
2024
Q4 		$3.38M Buy
+60,746
New +$3.48M 1.12% 27

Other funds holding DFAT

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Clune & Associates reduced its Dimensional US Targeted Value ETF (DFAT) stake by 1.2% in Q2 2026, selling an estimated $65.4K and leaving 79,675 shares worth $5.57M. The position accounts for 0.84% of the portfolio, ranked #28.

Clune & Associates first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. 212 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Clune & Associates held 79,675 shares of Dimensional US Targeted Value ETF worth $5.57M as of Q2 2026.
  • Clune & Associates sold 978 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $65.4K.
  • Dimensional US Targeted Value ETF made up 0.84% of Clune & Associates's portfolio in Q2 2026, its #28 holding.
  • Clune & Associates first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 212 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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