Clune & Associates’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.55M	Sell	63,365 -4,037	-6%	-$166K	0.39%	50
2026 Q2	$2.67M	Sell	67,402 -8,916	-12%	-$341K	0.4%	46
2026 Q1	$2.73M	Buy	76,318 +2,202	+3%	+$79.3K	0.51%	50
2025 Q4	$2.54M	Sell	74,116 -344	-0.5%	-$11.5K	0.55%	53
2025 Q3	$2.45M	Buy	74,460 +10,906	+17%	+$349K	0.61%	49
2025 Q2	$1.97M	Buy	63,554 +4,222	+7%	+$125K	0.54%	53
2025 Q1	$1.81M	Buy	59,332 +344	+0.6%	+$10.6K	0.56%	53
2024 Q4	$1.77M	Buy	+58,988	New	+$1.85M	0.59%	51

Other funds holding DFLV

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

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

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

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

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

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

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

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

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

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

Clune & Associates reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 6% in Q3 2026, selling an estimated $166K and leaving 63,365 shares worth $2.55M. The position accounts for 0.39% of the portfolio, ranked #50.

Clune & Associates first reported a position in DFLV in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.73M in Q1 2026. 100 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

Clune & Associates held 63,365 shares of Dimensional US Large Cap Value ETF worth $2.55M as of Q3 2026.
Clune & Associates sold 4,037 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $166K.
Dimensional US Large Cap Value ETF made up 0.39% of Clune & Associates's portfolio in Q3 2026, its #50 holding.
Clune & Associates first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Dimensional US Large Cap Value ETF position peaked at $2.73M in Q1 2026.
100 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

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