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CLA (CliftonLarsonAllen) Wealth Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.14M Buy
+28,881
New +$1.11M 0.02% 187

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 28,881 shares worth $1.14M. The stake represents 0.02% of the portfolio and ranks #187 among its holdings.

392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 28,881 shares of Dimensional US Large Cap Value ETF worth $1.14M as of Q2 2026.
  • Dimensional US Large Cap Value ETF was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
  • Dimensional US Large Cap Value ETF made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #187 holding.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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