CLA (CliftonLarsonAllen) Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $949K | Buy |
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|
2025
Q2 | $896K | Buy |
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2025
Q1 | $871K | Buy |
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|
2024
Q4 | $863K | Buy |
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|
2024
Q3 | $877K | Buy |
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|
2024
Q2 | $824K | Sell |
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|
2024
Q1 | $862K | Sell |
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|
2023
Q4 | $793K | Buy |
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|
2023
Q3 | $723K | Sell |
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|
2023
Q2 | $746K | Buy |
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|
2023
Q1 | $708K | Sell |
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|
2022
Q4 | $721K | Buy |
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|
2022
Q3 | $597K | Buy |
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|
2022
Q2 | $636K | Buy |
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