CA
DFGX icon

Clune & Associates’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Clune & Associates’s Portfolio DFGX Stock Details DFGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$616K Buy
11,500
+1,924
+20% +$102K 0.09% 108
2026
Q1 		$502K Sell
9,576
-1,606
-14% -$85K 0.09% 115
2025
Q4 		$589K Buy
11,182
+1,138
+11% +$61.3K 0.13% 108
2025
Q3 		$542K Buy
10,044
+5,748
+134% +$308K 0.14% 105
2025
Q2 		$229K Hold
4,296
– – 0.06% 142
2025
Q1 		$224K Buy
+4,296
New +$225K 0.07% 132

Other funds holding DFGX

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

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

Clune & Associates increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 20% in Q2 2026, buying an estimated $102K and bringing the position to 11,500 shares worth $616K. The position accounts for 0.09% of the portfolio, ranked #108.

Clune & Associates first reported a position in DFGX in Q1 2025 and has held it in 6 quarters since. 181 funds tracked by Wall St. Rank hold DFGX as of Q2 2026.

  • Clune & Associates held 11,500 shares of Dimensional International Core Fixed Income ETF worth $616K as of Q2 2026.
  • Clune & Associates bought 1,924 Dimensional International Core Fixed Income ETF shares in Q2 2026, an estimated $102K.
  • Dimensional International Core Fixed Income ETF made up 0.09% of Clune & Associates's portfolio in Q2 2026, its #108 holding.
  • Clune & Associates first reported a position in Dimensional International Core Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 181 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2026.

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