Clune & Associates’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.6M	Buy	634,617 +286,614	+82%	+$10.7M	3.72%	7
2026 Q1	$12.2M	Buy	348,003 +242,447	+230%	+$8.57M	2.29%	13
2025 Q4	$3.47M	Buy	105,556 +4,433	+4%	+$143K	0.75%	41
2025 Q3	$3.22M	Buy	101,123 +11,168	+12%	+$349K	0.8%	40
2025 Q2	$2.65M	Buy	89,955 +15,579	+21%	+$431K	0.72%	45
2025 Q1	$2.09M	Buy	74,376 +304	+0.4%	+$9.2K	0.64%	49
2024 Q4	$2.28M	Buy	+74,072	New	+$2.35M	0.76%	40

Other funds holding DFSV

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Clune & Associates increased its Dimensional US Small Cap Value ETF (DFSV) stake by 82% in Q2 2026, buying an estimated $10.7M and bringing the position to 634,617 shares worth $24.6M. The position accounts for 3.72% of the portfolio, ranked #7.

Clune & Associates first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Clune & Associates held 634,617 shares of Dimensional US Small Cap Value ETF worth $24.6M as of Q2 2026.
Clune & Associates bought 286,614 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $10.7M.
Dimensional US Small Cap Value ETF made up 3.72% of Clune & Associates's portfolio in Q2 2026, its #7 holding.
Clune & Associates first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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