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

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

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

Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return

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

3 Factor Indexing Sacramento, California $118M AUM

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

Outbound Financial Inc Boulder, Colorado $154M AUM 16.38% 1-Year Est. Return

Torren Management San Diego, California $197M AUM