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 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

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

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

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

EFP

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

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

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

Clune & Associates increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 38% in Q2 2026, buying an estimated $4.68M and bringing the position to 434,609 shares worth $17.7M. The position accounts for 2.67% of the portfolio, ranked #13.

Clune & Associates first reported a position in DFEM in Q4 2024 and has held it in 7 quarters since. 160 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Clune & Associates held 434,609 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $17.7M as of Q2 2026.
Clune & Associates bought 119,156 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $4.68M.
Dimensional Emerging Markets Core Equity 2 ETF made up 2.67% of Clune & Associates's portfolio in Q2 2026, its #13 holding.
Clune & Associates first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
160 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

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