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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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