CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
17,509
-262
| -1% | -$17.6K | 0.02% | 153 |
|
|
2025
Q1 | $1.07M | Sell |
17,771
-407
| -2% | -$24.6K | 0.02% | 151 |
|
|
2024
Q4 | $1.16M | Buy |
18,178
+63
| +0.3% | +$4.02K | 0.02% | 140 |
|
|
2024
Q3 | $1.13M | Buy |
18,115
+44
| +0.2% | +$2.74K | 0.03% | 138 |
|
|
2024
Q2 | $1.06M | Buy |
18,071
+48
| +0.3% | +$2.83K | 0.02% | 134 |
|
|
2024
Q1 | $1.03M | Sell |
18,023
-250
| -1% | -$14.2K | 0.02% | 129 |
|
|
2023
Q4 | $947K | Buy |
18,273
+80
| +0.4% | +$4.15K | 0.02% | 138 |
|
|
2023
Q3 | $847K | Buy |
18,193
+61
| +0.3% | +$2.84K | 0.02% | 132 |
|
|
2023
Q2 | $873K | Buy |
18,132
+59
| +0.3% | +$2.84K | 0.02% | 135 |
|
|
2023
Q1 | $803K | Sell |
18,073
-146
| -0.8% | -$6.49K | 0.02% | 146 |
|
|
2022
Q4 | $758K | Buy |
18,219
+792
| +5% | +$33K | 0.03% | 149 |
|
|
2022
Q3 | $677K | Buy |
17,427
+69
| +0.4% | +$2.68K | 0.08% | 67 |
|
|
2022
Q2 | $707K | Sell |
17,358
-1,245
| -7% | -$50.7K | 0.03% | 148 |
|
|
2022
Q1 | $912K | Buy |
18,603
+42
| +0.2% | +$2.06K | 0.03% | 143 |
|
|
2021
Q4 | $960K | Buy |
18,561
+74
| +0.4% | +$3.83K | 0.04% | 129 |
|
|
2021
Q3 | $872K | Buy |
18,487
+51
| +0.3% | +$2.41K | 0.03% | 162 |
|
|
2021
Q2 | $869K | Buy |
+18,436
| New | +$869K | 0.04% | 164 |
|