CLA (CliftonLarsonAllen) Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$74.5M	Sell	1,679,450 -39,392	-2%	-$1.69M	0.98%	19
2026 Q1	$66.8M	Sell	1,718,842 -80,763	-4%	-$3.25M	0.98%	19
2025 Q4	$71.2M	Sell	1,799,605 -44,308	-2%	-$1.73M	1.08%	19
2025 Q3	$71.1M	Sell	1,843,913 -76,661	-4%	-$2.86M	1.12%	19
2025 Q2	$68.8M	Sell	1,920,574 -80,097	-4%	-$2.67M	1.15%	20
2025 Q1	$66M	Sell	2,000,671 -46,928	-2%	-$1.63M	1.23%	20
2024 Q4	$70.8M	Sell	2,047,599 -92,928	-4%	-$3.27M	1.37%	19
2024 Q3	$73.4M	Sell	2,140,527 -56,709	-3%	-$1.87M	1.69%	18
2024 Q2	$70.8M	Sell	2,197,236 -56,621	-3%	-$1.79M	1.52%	19
2024 Q1	$72M	Sell	2,253,857 -72,114	-3%	-$2.18M	1.64%	16
2023 Q4	$68M	Sell	2,325,971 -102,057	-4%	-$2.76M	1.69%	19
2023 Q3	$63.6M	Sell	2,428,028 -32,094	-1%	-$876K	1.78%	18
2023 Q2	$66.8M	Sell	2,460,122 -38,391	-2%	-$990K	1.87%	18
2023 Q1	$63.7M	Sell	2,498,513 -13,890	-0.6%	-$352K	1.88%	19
2022 Q4	$61M	Sell	2,512,403 -105,126	-4%	-$2.56M	2.27%	12
2022 Q3	$58.2M	Sell	2,617,529 -10,232	-0.4%	-$251K	7.19%	5
2022 Q2	$61.2M	Sell	2,627,761 -161,953	-6%	-$4.1M	2.54%	10
2022 Q1	$76.9M	Sell	2,789,714 -84,837	-3%	-$2.32M	2.75%	11
2021 Q4	$83.3M	Sell	2,874,551 -50,027	-2%	-$1.41M	3.04%	11
2021 Q3	$77.7M	Buy	2,924,578 +17,286	+0.6%	+$470K	3.04%	10
2021 Q2	$78.4M	Buy	+2,907,292	New	+$77.3M	3.22%	9

Other funds holding DFAC

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

JWA

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

CLA (CliftonLarsonAllen) Wealth Advisors's DFAC Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.3% in Q2 2026, selling an estimated $1.69M and leaving 1,679,450 shares worth $74.5M. The position accounts for 0.98% of the portfolio, ranked #19.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. The position peaked at $83.3M in Q4 2021. 563 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 1,679,450 shares of Dimensional US Core Equity 2 ETF worth $74.5M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors sold 39,392 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.69M.
Dimensional US Core Equity 2 ETF made up 0.98% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #19 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $83.3M in Q4 2021.
563 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.