Cliftonlarsonallen Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $6.31 Billion
- Q3 2025
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,843,913 shares of DFAC stock, worth $70.9 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
1,843,913
Previous 1,920,574
3.99%
Holding current value
$70.9 Million
Previous $68.8 Million
3.32%
% of portfolio
1.13%
Previous 1.16%
Shares
19 transactions
Others Institutions Holding DFAC
# of Institutions
1,142Shares Held
837MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.5 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio