Clune & Associates’s Dimensional International Small Cap ETF DFIS Stock Holding History

Clune & Associates’s Portfolio DFIS Stock Details DFIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$19.3M	Buy	533,072 +17,695	+3%	+$646K	2.95%	11
2026 Q2	$18.1M	Buy	515,377 +104,640	+25%	+$3.75M	2.73%	12
2026 Q1	$13.8M	Buy	410,737 +138,911	+51%	+$4.84M	2.6%	11
2025 Q4	$8.95M	Buy	271,826 +10,671	+4%	+$340K	1.93%	13
2025 Q3	$8.26M	Buy	261,155 +6,473	+3%	+$199K	2.06%	12
2025 Q2	$7.6M	Buy	254,682 +21,664	+9%	+$599K	2.08%	11
2025 Q1	$6.02M	Buy	233,018 +12,764	+6%	+$326K	1.85%	14
2024 Q4	$5.41M	Buy	+220,254	New	+$5.6M	1.8%	14

Other funds holding DFIS

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

SHFA

Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

BCA

Ballentine Capital Advisors Greenville, South Carolina $266M AUM 11.26% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

GWMT

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

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

Clune & Associates increased its Dimensional International Small Cap ETF (DFIS) stake by 3.4% in Q3 2026, buying an estimated $646K and bringing the position to 533,072 shares worth $19.3M. The position accounts for 2.95% of the portfolio, ranked #11.

Clune & Associates first reported a position in DFIS in Q4 2024 and has held it in 8 quarters since. 75 funds tracked by Wall St. Rank hold DFIS as of Q3 2026.

Clune & Associates held 533,072 shares of Dimensional International Small Cap ETF worth $19.3M as of Q3 2026.
Clune & Associates bought 17,695 Dimensional International Small Cap ETF shares in Q3 2026, an estimated $646K.
Dimensional International Small Cap ETF made up 2.95% of Clune & Associates's portfolio in Q3 2026, its #11 holding.
Clune & Associates first reported a position in Dimensional International Small Cap ETF in Q4 2024 and has held it in 8 quarters since.
75 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2026.

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