Clune & Associates’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$17M	Sell	427,262 -7,347	-2%	-$290K	2.59%	14
2026 Q2	$17.7M	Buy	434,609 +119,156	+38%	+$4.68M	2.67%	13
2026 Q1	$10.9M	Buy	315,453 +105,116	+50%	+$3.73M	2.05%	15
2025 Q4	$6.96M	Buy	210,337 +35,805	+21%	+$1.17M	1.5%	17
2025 Q3	$5.6M	Buy	174,532 +4,198	+2%	+$130K	1.4%	20
2025 Q2	$5.06M	Buy	170,334 +19,949	+13%	+$548K	1.38%	21
2025 Q1	$3.98M	Buy	150,385 +13,315	+10%	+$354K	1.22%	25
2024 Q4	$3.59M	Buy	+137,070	New	+$3.73M	1.19%	24

Other funds holding DFEM

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

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

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

IWM

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

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

Clune & Associates reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 1.7% in Q3 2026, selling an estimated $290K and leaving 427,262 shares worth $17M. The position accounts for 2.59% of the portfolio, ranked #14.

Clune & Associates first reported a position in DFEM in Q4 2024 and has held it in 8 quarters since. The position peaked at $17.7M in Q2 2026. 147 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

Clune & Associates held 427,262 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $17M as of Q3 2026.
Clune & Associates sold 7,347 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $290K.
Dimensional Emerging Markets Core Equity 2 ETF made up 2.59% of Clune & Associates's portfolio in Q3 2026, its #14 holding.
Clune & Associates first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $17.7M in Q2 2026.
147 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

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