CCWA
DFUS

CLA (CliftonLarsonAllen) Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.42M Sell
17,332
-154
-0.9% -$12.2K 0.02% 175
2026
Q1 		$1.24M Buy
17,486
+41
+0.2% +$3.04K 0.02% 161
2025
Q4 		$1.29M Buy
17,445
+36
+0.2% +$2.65K 0.02% 150
2025
Q3 		$1.26M Sell
17,409
-100
-0.6% -$6.97K 0.02% 149
2025
Q2 		$1.17M Sell
17,509
-262
-1% -$16.2K 0.02% 153
2025
Q1 		$1.07M Sell
17,771
-407
-2% -$26K 0.02% 151
2024
Q4 		$1.16M Buy
18,178
+63
+0.3% +$4.04K 0.02% 140
2024
Q3 		$1.13M Buy
18,115
+44
+0.2% +$2.63K 0.03% 138
2024
Q2 		$1.06M Buy
18,071
+48
+0.3% +$2.73K 0.02% 134
2024
Q1 		$1.03M Sell
18,023
-250
-1% -$13.5K 0.02% 129
2023
Q4 		$947K Buy
18,273
+80
+0.4% +$3.87K 0.02% 138
2023
Q3 		$847K Buy
18,193
+61
+0.3% +$2.95K 0.02% 132
2023
Q2 		$873K Buy
18,132
+59
+0.3% +$2.68K 0.02% 135
2023
Q1 		$803K Sell
18,073
-146
-0.8% -$6.34K 0.02% 146
2022
Q4 		$758K Buy
18,219
+792
+5% +$33.1K 0.03% 149
2022
Q3 		$677K Buy
17,427
+69
+0.4% +$2.97K 0.08% 67
2022
Q2 		$707K Sell
17,358
-1,245
-7% -$55.2K 0.03% 148
2022
Q1 		$912K Buy
18,603
+42
+0.2% +$2.03K 0.03% 143
2021
Q4 		$960K Buy
18,561
+74
+0.4% +$3.72K 0.04% 129
2021
Q3 		$872K Buy
18,487
+51
+0.3% +$2.47K 0.03% 162
2021
Q2 		$869K Buy
+18,436
New +$859K 0.04% 164

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 0.88% in Q2 2026, selling an estimated $12.2K and leaving 17,332 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #175.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 17,332 shares of Dimensional US Equity ETF worth $1.42M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 154 Dimensional US Equity ETF shares in Q2 2026, an estimated $12.2K.
  • Dimensional US Equity ETF made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #175 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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