Clune & Associates’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Clune & Associates’s Portfolio DFAX Stock Details DFAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.2M	Buy	113,546 +80	+0.1%	+$2.99K	0.64%	39
2026 Q2	$4.18M	Sell	113,466 -259	-0.2%	-$9.5K	0.63%	37
2026 Q1	$3.86M	Buy	113,725 +8,237	+8%	+$287K	0.73%	39
2025 Q4	$3.45M	Buy	105,488 +19,607	+23%	+$625K	0.75%	42
2025 Q3	$2.69M	Sell	85,881 -6,361	-7%	-$193K	0.67%	46
2025 Q2	$2.71M	Buy	92,242 +5,725	+7%	+$158K	0.74%	43
2025 Q1	$2.27M	Sell	86,517 -193	-0.2%	-$5.01K	0.7%	45
2024 Q4	$2.16M	Buy	+86,710	New	+$2.24M	0.72%	44

Other funds holding DFAX

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

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

Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return

Trellis Wealth Advisors San Luis Obispo, California $299M AUM 13.14% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return

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

Clune & Associates increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.07% in Q3 2026, buying an estimated $2.99K and bringing the position to 113,546 shares worth $4.2M. The position accounts for 0.64% of the portfolio, ranked #39.

Clune & Associates first reported a position in DFAX in Q4 2024 and has held it in 8 quarters since. 177 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

Clune & Associates held 113,546 shares of Dimensional World ex US Core Equity 2 ETF worth $4.2M as of Q3 2026.
Clune & Associates bought 80 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $2.99K.
Dimensional World ex US Core Equity 2 ETF made up 0.64% of Clune & Associates's portfolio in Q3 2026, its #39 holding.
Clune & Associates first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 8 quarters since.
177 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

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