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Clune & Associates’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Clune & Associates’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$330K Sell
8,449
-4,591
-35% -$185K 0.05% 130
2026
Q2 		$538K Buy
13,040
+3,796
+41% +$159K 0.08% 113
2026
Q1 		$386K Buy
+9,244
New +$387K 0.07% 125

Other funds holding DFIP

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Leading Edge Financial Planning
Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return
Physician Wealth Solutions
Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return
Level Financial Advisors
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
Yardley Wealth Management
Yardley Wealth Management Yardley, Pennsylvania $229M AUM 12.49% 1-Year Est. Return
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Clune & Associates reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 35% in Q3 2026, selling an estimated $185K and leaving 8,449 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #130.

Clune & Associates first reported a position in DFIP in Q1 2026 and has held it in 3 quarters since. The position peaked at $538K in Q2 2026. 62 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

  • Clune & Associates held 8,449 shares of Dimensional Inflation-Protected Securities ETF worth $330K as of Q3 2026.
  • Clune & Associates sold 4,591 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $185K.
  • Dimensional Inflation-Protected Securities ETF made up 0.05% of Clune & Associates's portfolio in Q3 2026, its #130 holding.
  • Clune & Associates first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2026 and has held it in 3 quarters since.
  • Clune & Associates's Dimensional Inflation-Protected Securities ETF position peaked at $538K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

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