Clune & Associates’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$779K	Sell	19,412 -13,435	-41%	-$557K	0.12%	88
2026 Q2	$1.39M	Sell	32,847 -26,769	-45%	-$1.13M	0.21%	72
2026 Q1	$2.52M	Sell	59,616 -17,430	-23%	-$744K	0.47%	53
2025 Q4	$3.28M	Buy	77,046 +7,518	+11%	+$322K	0.71%	44
2025 Q3	$2.97M	Buy	69,528 +2,903	+4%	+$123K	0.74%	44
2025 Q2	$2.82M	Buy	66,625 +12,554	+23%	+$524K	0.77%	39
2025 Q1	$2.27M	Buy	54,071 +8,449	+19%	+$352K	0.7%	44
2024 Q4	$1.88M	Buy	+45,622	New	+$1.92M	0.63%	49

Other funds holding DFCF

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

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

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

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

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

Clune & Associates reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 41% in Q3 2026, selling an estimated $557K and leaving 19,412 shares worth $779K. The position accounts for 0.12% of the portfolio, ranked #88.

Clune & Associates first reported a position in DFCF in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.28M in Q4 2025. 143 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Clune & Associates held 19,412 shares of Dimensional Core Fixed Income ETF worth $779K as of Q3 2026.
Clune & Associates sold 13,435 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $557K.
Dimensional Core Fixed Income ETF made up 0.12% of Clune & Associates's portfolio in Q3 2026, its #88 holding.
Clune & Associates first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Dimensional Core Fixed Income ETF position peaked at $3.28M in Q4 2025.
143 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

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