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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.26M | Sell |
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|
2025
Q2 | $1.17M | Sell |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $947K | Buy |
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|
2023
Q3 | $847K | Buy |
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|
2023
Q2 | $873K | Buy |
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|
2023
Q1 | $803K | Sell |
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|
2022
Q4 | $758K | Buy |
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|
2022
Q3 | $677K | Buy |
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|
2022
Q2 | $707K | Sell |
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|
2022
Q1 | $912K | Buy |
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|
2021
Q4 | $960K | Buy |
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|
2021
Q3 | $872K | Buy |
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|
2021
Q2 | $869K | Buy |
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