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DFCF icon

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

PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 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. 116 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.
  • 116 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.