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 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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Clune & Associates reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 12% in Q2 2026, selling an estimated $341K and leaving 67,402 shares worth $2.67M. The position accounts for 0.4% of the portfolio, ranked #46.

Clune & Associates first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.73M in Q1 2026. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Clune & Associates held 67,402 shares of Dimensional US Large Cap Value ETF worth $2.67M as of Q2 2026.
Clune & Associates sold 8,916 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $341K.
Dimensional US Large Cap Value ETF made up 0.4% of Clune & Associates's portfolio in Q2 2026, its #46 holding.
Clune & Associates first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Clune & Associates's Dimensional US Large Cap Value ETF position peaked at $2.73M in Q1 2026.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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