CCWA
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CLA (CliftonLarsonAllen) Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59M Buy
28,979
+8,533
+42% +$448K 0.02% 166
2026
Q1 		$991K Buy
20,446
+43
+0.2% +$2.11K 0.01% 179
2025
Q4 		$951K Sell
20,403
-843
-4% -$38.2K 0.01% 167
2025
Q3 		$949K Buy
21,246
+52
+0.2% +$2.27K 0.02% 167
2025
Q2 		$896K Buy
21,194
+55
+0.3% +$2.21K 0.02% 169
2025
Q1 		$871K Buy
21,139
+47
+0.2% +$1.97K 0.02% 159
2024
Q4 		$863K Buy
21,092
+51
+0.2% +$2.17K 0.02% 155
2024
Q3 		$877K Buy
21,041
+49
+0.2% +$1.98K 0.02% 146
2024
Q2 		$824K Sell
20,992
-79
-0.4% -$3.13K 0.02% 143
2024
Q1 		$862K Sell
21,071
-234
-1% -$8.94K 0.02% 139
2023
Q4 		$793K Buy
21,305
+46
+0.2% +$1.58K 0.02% 148
2023
Q3 		$723K Sell
21,259
-351
-2% -$12.3K 0.02% 141
2023
Q2 		$746K Buy
21,610
+471
+2% +$15.7K 0.02% 140
2023
Q1 		$708K Sell
21,139
-410
-2% -$14K 0.02% 153
2022
Q4 		$721K Buy
21,549
+1,371
+7% +$45.6K 0.03% 150
2022
Q3 		$597K Buy
20,178
+62
+0.3% +$2.02K 0.07% 74
2022
Q2 		$636K Buy
+20,116
New +$669K 0.03% 155

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's DFUV Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 42% in Q2 2026, buying an estimated $448K and bringing the position to 28,979 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #166.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 28,979 shares of Dimensional US Marketwide Value ETF worth $1.59M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 8,533 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $448K.
  • Dimensional US Marketwide Value ETF made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #166 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.