Clune & Associates’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.35M	Sell	65,233 -3,650	-5%	-$289K	0.81%	29
2026 Q1	$4.88M	Buy	68,883 +5,690	+9%	+$422K	0.92%	30
2025 Q4	$4.69M	Buy	63,193 +13,816	+28%	+$1.02M	1.01%	29
2025 Q3	$3.58M	Buy	49,377 +8,207	+20%	+$572K	0.89%	36
2025 Q2	$2.76M	Buy	41,170 +391	+1%	+$24.2K	0.76%	40
2025 Q1	$2.47M	Buy	40,779 +2,312	+6%	+$148K	0.76%	39
2024 Q4	$2.45M	Buy	+38,467	New	+$2.47M	0.81%	37

Other funds holding DFUS

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CFO

Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Clune & Associates reduced its Dimensional US Equity ETF (DFUS) stake by 5.3% in Q2 2026, selling an estimated $289K and leaving 65,233 shares worth $5.35M. The position accounts for 0.81% of the portfolio, ranked #29.

Clune & Associates first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 224 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Clune & Associates held 65,233 shares of Dimensional US Equity ETF worth $5.35M as of Q2 2026.
Clune & Associates sold 3,650 Dimensional US Equity ETF shares in Q2 2026, an estimated $289K.
Dimensional US Equity ETF made up 0.81% of Clune & Associates's portfolio in Q2 2026, its #29 holding.
Clune & Associates first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
224 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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