Cliftonlarsonallen Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.35 Billion
- Q1 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 2,000,671 shares of DFAC stock, worth $69.3 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
2,000,671
Previous 2,047,599
2.29%
Holding current value
$69.3 Million
Previous $70.8 Million
6.84%
% of portfolio
1.23%
Previous 1.37%
Shares
17 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio