Clune & Associates’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$52.2M	Buy	948,209 +229,839	+32%	+$12.1M	7.89%	1
2026 Q1	$34.8M	Buy	718,370 +178,352	+33%	+$8.75M	6.55%	1
2025 Q4	$25.2M	Buy	540,018 +84,348	+19%	+$3.83M	5.43%	1
2025 Q3	$20.4M	Sell	455,670 -17,712	-4%	-$771K	5.09%	1
2025 Q2	$20M	Buy	473,382 +22,126	+5%	+$889K	5.48%	1
2025 Q1	$18.6M	Buy	451,256 +28,261	+7%	+$1.19M	5.71%	1
2024 Q4	$17.3M	Buy	+422,995	New	+$18M	5.75%	1

Other funds holding DFUV

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

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

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

PWIA

Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return

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

Clune & Associates increased its Dimensional US Marketwide Value ETF (DFUV) stake by 32% in Q2 2026, buying an estimated $12.1M and bringing the position to 948,209 shares worth $52.2M. The position accounts for 7.89% of the portfolio, ranked #1.

Clune & Associates first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 167 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Clune & Associates held 948,209 shares of Dimensional US Marketwide Value ETF worth $52.2M as of Q2 2026.
Clune & Associates bought 229,839 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $12.1M.
Dimensional US Marketwide Value ETF made up 7.89% of Clune & Associates's portfolio in Q2 2026, its #1 holding.
Clune & Associates first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
167 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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