CLA (CliftonLarsonAllen) Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $71.1M | Sell |
|
|||||
|
2025
Q2 | $68.8M | Sell |
|
|||||
|
2025
Q1 | $66M | Sell |
|
|||||
|
2024
Q4 | $70.8M | Sell |
|
|||||
|
2024
Q3 | $73.4M | Sell |
|
|||||
|
2024
Q2 | $70.8M | Sell |
|
|||||
|
2024
Q1 | $72M | Sell |
|
|||||
|
2023
Q4 | $68M | Sell |
|
|||||
|
2023
Q3 | $63.6M | Sell |
|
|||||
|
2023
Q2 | $66.8M | Sell |
|
|||||
|
2023
Q1 | $63.7M | Sell |
|
|||||
|
2022
Q4 | $61M | Sell |
|
|||||
|
2022
Q3 | $58.2M | Sell |
|
|||||
|
2022
Q2 | $61.2M | Sell |
|
|||||
|
2022
Q1 | $76.9M | Sell |
|
|||||
|
2021
Q4 | $83.3M | Sell |
|
|||||
|
2021
Q3 | $77.7M | Buy |
|
|||||
|
2021
Q2 | $78.4M | Buy |
|