CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $896K | Buy |
21,194
+55
| +0.3% | +$2.33K | 0.02% | 169 |
|
|
2025
Q1 | $871K | Buy |
21,139
+47
| +0.2% | +$1.94K | 0.02% | 159 |
|
|
2024
Q4 | $863K | Buy |
21,092
+51
| +0.2% | +$2.09K | 0.02% | 155 |
|
|
2024
Q3 | $877K | Buy |
21,041
+49
| +0.2% | +$2.04K | 0.02% | 146 |
|
|
2024
Q2 | $824K | Sell |
20,992
-79
| -0.4% | -$3.1K | 0.02% | 143 |
|
|
2024
Q1 | $862K | Sell |
21,071
-234
| -1% | -$9.57K | 0.02% | 139 |
|
|
2023
Q4 | $793K | Buy |
21,305
+46
| +0.2% | +$1.71K | 0.02% | 148 |
|
|
2023
Q3 | $723K | Sell |
21,259
-351
| -2% | -$11.9K | 0.02% | 141 |
|
|
2023
Q2 | $746K | Buy |
21,610
+471
| +2% | +$16.3K | 0.02% | 140 |
|
|
2023
Q1 | $708K | Sell |
21,139
-410
| -2% | -$13.7K | 0.02% | 153 |
|
|
2022
Q4 | $721K | Buy |
21,549
+1,371
| +7% | +$45.9K | 0.03% | 150 |
|
|
2022
Q3 | $597K | Buy |
20,178
+62
| +0.3% | +$1.83K | 0.07% | 74 |
|
|
2022
Q2 | $636K | Buy |
+20,116
| New | +$636K | 0.03% | 155 |
|