CA
DFSD

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
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

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

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

Clune & Associates increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 44% in Q2 2026, buying an estimated $7.66M and bringing the position to 521,101 shares worth $24.9M. The position accounts for 3.76% of the portfolio, ranked #6.

Clune & Associates first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Clune & Associates held 521,101 shares of Dimensional Short-Duration Fixed Income ETF worth $24.9M as of Q2 2026.
  • Clune & Associates bought 159,960 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $7.66M.
  • Dimensional Short-Duration Fixed Income ETF made up 3.76% of Clune & Associates's portfolio in Q2 2026, its #6 holding.
  • Clune & Associates first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 119 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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