Dimensional Fund Advisors’s Clearwater Analytics CWAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.45M Buy
294,305
+244,226
+488% +$5.36M ﹤0.01% 2443
2025
Q1
$1.34M Sell
50,079
-58,156
-54% -$1.56M ﹤0.01% 2811
2024
Q4
$2.98M Buy
108,235
+3,300
+3% +$90.8K ﹤0.01% 2687
2024
Q3
$2.65M Buy
+104,935
New +$2.65M ﹤0.01% 2714