Clune & Associates’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$20.3M	Sell	437,367 -83,734	-16%	-$3.96M	3.11%	8
2026 Q2	$24.9M	Buy	521,101 +159,960	+44%	+$7.66M	3.76%	6
2026 Q1	$17.3M	Buy	361,141 +48,676	+16%	+$2.34M	3.25%	5
2025 Q4	$15M	Buy	312,465 +33,233	+12%	+$1.6M	3.24%	6
2025 Q3	$13.5M	Buy	279,232 +11,040	+4%	+$531K	3.36%	6
2025 Q2	$12.9M	Buy	268,192 +23,167	+9%	+$1.1M	3.53%	6
2025 Q1	$11.6M	Buy	245,025 +24,832	+11%	+$1.17M	3.58%	6
2024 Q4	$10.3M	Buy	+220,193	New	+$10.4M	3.43%	6

Other funds holding DFSD

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

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

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

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

WFA

Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

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

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

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

Clune & Associates reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 16% in Q3 2026, selling an estimated $3.96M and leaving 437,367 shares worth $20.3M. The position accounts for 3.11% of the portfolio, ranked #8.

Clune & Associates first reported a position in DFSD in Q4 2024 and has held it in 8 quarters since. The position peaked at $24.9M in Q2 2026. 107 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Clune & Associates held 437,367 shares of Dimensional Short-Duration Fixed Income ETF worth $20.3M as of Q3 2026.
Clune & Associates sold 83,734 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $3.96M.
Dimensional Short-Duration Fixed Income ETF made up 3.11% of Clune & Associates's portfolio in Q3 2026, its #8 holding.
Clune & Associates first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Dimensional Short-Duration Fixed Income ETF position peaked at $24.9M in Q2 2026.
107 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

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