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 Q3	$53.7M	Buy	976,097 +27,888	+3%	+$1.57M	8.21%	1
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

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

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

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

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

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

PWIA

Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return

DEM

Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

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

GWMT

Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

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

Clune & Associates increased its Dimensional US Marketwide Value ETF (DFUV) stake by 2.9% in Q3 2026, buying an estimated $1.57M and bringing the position to 976,097 shares worth $53.7M. The position accounts for 8.21% of the portfolio, ranked #1.

Clune & Associates first reported a position in DFUV in Q4 2024 and has held it in 8 quarters since. 160 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Clune & Associates held 976,097 shares of Dimensional US Marketwide Value ETF worth $53.7M as of Q3 2026.
Clune & Associates bought 27,888 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $1.57M.
Dimensional US Marketwide Value ETF made up 8.21% of Clune & Associates's portfolio in Q3 2026, its #1 holding.
Clune & Associates first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 8 quarters since.
160 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

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