CLA (CliftonLarsonAllen) Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $40.3M | Sell |
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|
2025
Q2 | $40M | Sell |
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|
2025
Q1 | $37.5M | Sell |
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|
2024
Q4 | $36.8M | Sell |
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|
2024
Q3 | $41.4M | Sell |
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|
2024
Q2 | $39.3M | Sell |
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|
2024
Q1 | $40.3M | Sell |
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|
2023
Q4 | $39.4M | Sell |
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|
2023
Q3 | $36.9M | Sell |
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|
2023
Q2 | $38.7M | Sell |
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|
2023
Q1 | $38.6M | Buy |
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|
2022
Q4 | $35.2M | Sell |
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|
2022
Q3 | $33.4M | Sell |
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|
2022
Q2 | $38.2M | Sell |
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|
2022
Q1 | $45.5M | Sell |
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|
2021
Q4 | $48.8M | Buy |
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|
2021
Q3 | $48.1M | Buy |
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