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 Q3	$27.3M	Sell	488,379 -11,800	-2%	-$674K	4.17%	4
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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

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

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

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

Clune & Associates reduced its Dimensional International Value ETF (DFIV) stake by 2.4% in Q3 2026, selling an estimated $674K and leaving 488,379 shares worth $27.3M. The position accounts for 4.17% of the portfolio, ranked #4.

Clune & Associates first reported a position in DFIV in Q4 2024 and has held it in 8 quarters since. 204 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Clune & Associates held 488,379 shares of Dimensional International Value ETF worth $27.3M as of Q3 2026.
Clune & Associates sold 11,800 Dimensional International Value ETF shares in Q3 2026, an estimated $674K.
Dimensional International Value ETF made up 4.17% of Clune & Associates's portfolio in Q3 2026, its #4 holding.
Clune & Associates first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 8 quarters since.
204 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

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