Clune & Associates’s Dimensional International Value ETF DFIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27M	Buy	500,179 +58,321	+13%	+$3.21M	4.08%	4
2026 Q1	$23.3M	Buy	441,858 +49,199	+13%	+$2.61M	4.39%	2
2025 Q4	$19.6M	Buy	392,659 +26,951	+7%	+$1.28M	4.23%	2
2025 Q3	$16.9M	Buy	365,708 +11,040	+3%	+$494K	4.22%	2
2025 Q2	$15.2M	Buy	354,668 +30,981	+10%	+$1.26M	4.16%	2
2025 Q1	$12.7M	Buy	323,687 +15,833	+5%	+$604K	3.91%	3
2024 Q4	$10.9M	Buy	+307,854	New	+$11.3M	3.63%	4

Other funds holding DFIV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

DFS

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Clune & Associates increased its Dimensional International Value ETF (DFIV) stake by 13% in Q2 2026, buying an estimated $3.21M and bringing the position to 500,179 shares worth $27M. The position accounts for 4.08% of the portfolio, ranked #4.

Clune & Associates first reported a position in DFIV in Q4 2024 and has held it in 7 quarters since. 205 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Clune & Associates held 500,179 shares of Dimensional International Value ETF worth $27M as of Q2 2026.
Clune & Associates bought 58,321 Dimensional International Value ETF shares in Q2 2026, an estimated $3.21M.
Dimensional International Value ETF made up 4.08% of Clune & Associates's portfolio in Q2 2026, its #4 holding.
Clune & Associates first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 7 quarters since.
205 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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