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
2025
Q2
$40M Sell
2025
Q1
$37.5M Sell
2024
Q4
$36.8M Sell
2024
Q3
$41.4M Sell
2024
Q2
$39.3M Sell
2024
Q1
$40.3M Sell
2023
Q4
$39.4M Sell
2023
Q3
$36.9M Sell
2023
Q2
$38.7M Sell
2023
Q1
$38.6M Buy
2022
Q4
$35.2M Sell
2022
Q3
$33.4M Sell
2022
Q2
$38.2M Sell
2022
Q1
$45.5M Sell
2021
Q4
$48.8M Buy
2021
Q3
$48.1M Buy