Clune & Associates’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$657K	Sell	15,494 -550	-3%	-$23K	0.1%	99
2026 Q2	$685K	Buy	16,044 +42	+0.3%	+$1.72K	0.1%	101
2026 Q1	$573K	Buy	16,002 +3,324	+26%	+$121K	0.11%	109
2025 Q4	$428K	Buy	12,678 +687	+6%	+$22.7K	0.09%	121
2025 Q3	$382K	Buy	11,991 +94	+0.8%	+$2.91K	0.1%	114
2025 Q2	$357K	Buy	11,897 +68	+0.6%	+$1.89K	0.1%	116
2025 Q1	$320K	Sell	11,829 -575	-5%	-$15.4K	0.1%	111
2024 Q4	$325K	Buy	+12,404	New	+$340K	0.11%	114

Other funds holding DFEV

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

Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return

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

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

Clune & Associates reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 3.4% in Q3 2026, selling an estimated $23K and leaving 15,494 shares worth $657K. The position accounts for 0.1% of the portfolio, ranked #99.

Clune & Associates first reported a position in DFEV in Q4 2024 and has held it in 8 quarters since. The position peaked at $685K in Q2 2026. 91 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

Clune & Associates held 15,494 shares of Dimensional Emerging Markets Value ETF worth $657K as of Q3 2026.
Clune & Associates sold 550 Dimensional Emerging Markets Value ETF shares in Q3 2026, an estimated $23K.
Dimensional Emerging Markets Value ETF made up 0.1% of Clune & Associates's portfolio in Q3 2026, its #99 holding.
Clune & Associates first reported a position in Dimensional Emerging Markets Value ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Dimensional Emerging Markets Value ETF position peaked at $685K in Q2 2026.
91 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

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