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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
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

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

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

Clune & Associates increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 41% in Q2 2026, buying an estimated $159K and bringing the position to 13,040 shares worth $538K. The position accounts for 0.08% of the portfolio, ranked #113.

Clune & Associates first reported a position in DFIP in Q1 2026 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Clune & Associates held 13,040 shares of Dimensional Inflation-Protected Securities ETF worth $538K as of Q2 2026.
  • Clune & Associates bought 3,796 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $159K.
  • Dimensional Inflation-Protected Securities ETF made up 0.08% of Clune & Associates's portfolio in Q2 2026, its #113 holding.
  • Clune & Associates first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

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