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 Q2	$4.18M	Sell	113,466 -259	-0.2%	-$9.52K	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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

TWM

Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return

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

Clune & Associates reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.23% in Q2 2026, selling an estimated $9.52K and leaving 113,466 shares worth $4.18M. The position accounts for 0.63% of the portfolio, ranked #37.

Clune & Associates first reported a position in DFAX in Q4 2024 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Clune & Associates held 113,466 shares of Dimensional World ex US Core Equity 2 ETF worth $4.18M as of Q2 2026.
Clune & Associates sold 259 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $9.52K.
Dimensional World ex US Core Equity 2 ETF made up 0.63% of Clune & Associates's portfolio in Q2 2026, its #37 holding.
Clune & Associates first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
181 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

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