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 Q3	$552K	Sell	10,803 -697	-6%	-$36.4K	0.08%	110
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 9.08% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CWD

Clarity Wealth Development Corvallis, Oregon $177M AUM 10.65% 1-Year Est. Return

Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

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

Clune & Associates reduced its Dimensional International Core Fixed Income ETF (DFGX) stake by 6.1% in Q3 2026, selling an estimated $36.4K and leaving 10,803 shares worth $552K. The position accounts for 0.08% of the portfolio, ranked #110.

Clune & Associates first reported a position in DFGX in Q1 2025 and has held it in 7 quarters since. The position peaked at $616K in Q2 2026. 48 funds tracked by Wall St. Rank hold DFGX as of Q3 2026.

Clune & Associates held 10,803 shares of Dimensional International Core Fixed Income ETF worth $552K as of Q3 2026.
Clune & Associates sold 697 Dimensional International Core Fixed Income ETF shares in Q3 2026, an estimated $36.4K.
Dimensional International Core Fixed Income ETF made up 0.08% of Clune & Associates's portfolio in Q3 2026, its #110 holding.
Clune & Associates first reported a position in Dimensional International Core Fixed Income ETF in Q1 2025 and has held it in 7 quarters since.
Clune & Associates's Dimensional International Core Fixed Income ETF position peaked at $616K in Q2 2026.
48 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q3 2026.

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