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 Q3	$1.74M	Sell	33,313 -596	-2%	-$31.3K	0.27%	60
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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Clune & Associates's DFAU Position: Q3 2026 in Review

Clune & Associates reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 1.8% in Q3 2026, selling an estimated $31.3K and leaving 33,313 shares worth $1.74M. 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 8 quarters since. The position peaked at $3.28M in Q4 2025. 202 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

Clune & Associates held 33,313 shares of Dimensional US Core Equity Market ETF worth $1.74M as of Q3 2026.
Clune & Associates sold 596 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $31.3K.
Dimensional US Core Equity Market ETF made up 0.27% of Clune & Associates's portfolio in Q3 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 8 quarters since.
Clune & Associates's Dimensional US Core Equity Market ETF position peaked at $3.28M in Q4 2025.
202 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.