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 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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

Clune & Associates increased its Dimensional International Small Cap ETF (DFIS) stake by 25% in Q2 2026, buying an estimated $3.75M and bringing the position to 515,377 shares worth $18.1M. The position accounts for 2.73% of the portfolio, ranked #12.

Clune & Associates first reported a position in DFIS in Q4 2024 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Clune & Associates held 515,377 shares of Dimensional International Small Cap ETF worth $18.1M as of Q2 2026.
Clune & Associates bought 104,640 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $3.75M.
Dimensional International Small Cap ETF made up 2.73% of Clune & Associates's portfolio in Q2 2026, its #12 holding.
Clune & Associates first reported a position in Dimensional International Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
87 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

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