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 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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

FMI

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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

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

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

Clune & Associates reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 45% in Q2 2026, selling an estimated $1.13M and leaving 32,847 shares worth $1.39M. The position accounts for 0.21% of the portfolio, ranked #72.

Clune & Associates first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.28M in Q4 2025. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Clune & Associates held 32,847 shares of Dimensional Core Fixed Income ETF worth $1.39M as of Q2 2026.
Clune & Associates sold 26,769 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $1.13M.
Dimensional Core Fixed Income ETF made up 0.21% of Clune & Associates's portfolio in Q2 2026, its #72 holding.
Clune & Associates first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
Clune & Associates's Dimensional Core Fixed Income ETF position peaked at $3.28M in Q4 2025.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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