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 Q3	$5.42M	Buy	65,296 +63	+0.1%	+$5.23K	0.83%	31
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

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Penney Financial Houston, Texas $339M AUM 9.78% 1-Year Est. Return

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

Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

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

Clune & Associates increased its Dimensional US Equity ETF (DFUS) stake by 0.1% in Q3 2026, buying an estimated $5.23K and bringing the position to 65,296 shares worth $5.42M. The position accounts for 0.83% of the portfolio, ranked #31.

Clune & Associates first reported a position in DFUS in Q4 2024 and has held it in 8 quarters since. 225 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Clune & Associates held 65,296 shares of Dimensional US Equity ETF worth $5.42M as of Q3 2026.
Clune & Associates bought 63 Dimensional US Equity ETF shares in Q3 2026, an estimated $5.23K.
Dimensional US Equity ETF made up 0.83% of Clune & Associates's portfolio in Q3 2026, its #31 holding.
Clune & Associates first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 8 quarters since.
225 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

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