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Clune & Associates’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Clune & Associates’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.75M Sell
33,909
-20,509
-38% -$1.03M 0.27% 60
2026
Q1 		$2.46M Sell
54,418
-15,728
-22% -$740K 0.46% 55
2025
Q4 		$3.28M Buy
70,146
+8,630
+14% +$400K 0.71% 43
2025
Q3 		$2.81M Sell
61,516
-12,726
-17% -$561K 0.7% 45
2025
Q2 		$3.14M Buy
74,242
+10,656
+17% +$418K 0.86% 36
2025
Q1 		$2.44M Buy
63,586
+514
+0.8% +$20.9K 0.75% 40
2024
Q4 		$2.55M Buy
+63,072
New +$2.58M 0.85% 35

Other funds holding DFAU

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

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

Clune & Associates reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 38% in Q2 2026, selling an estimated $1.03M and leaving 33,909 shares worth $1.75M. The position accounts for 0.27% of the portfolio, ranked #60.

Clune & Associates first reported a position in DFAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.28M in Q4 2025. 150 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Clune & Associates held 33,909 shares of Dimensional US Core Equity Market ETF worth $1.75M as of Q2 2026.
  • Clune & Associates sold 20,509 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $1.03M.
  • Dimensional US Core Equity Market ETF made up 0.27% of Clune & Associates's portfolio in Q2 2026, its #60 holding.
  • Clune & Associates first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's Dimensional US Core Equity Market ETF position peaked at $3.28M in Q4 2025.
  • 150 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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