Cliftonlarsonallen Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.16 Billion
  • Q4 2024

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 2,047,599 shares of DFAC stock, worth $69 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
2,047,599
Previous 2,140,527 4.34%
Holding current value
$69 Million
Previous $73.4 Million 3.48%
% of portfolio
1.37%
Previous 1.7%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$33.92 - $36.6 $3.15 Million - $3.4 Million
-92,928 Reduced 4.34%
2,047,599 $70.8 Million
Q3 2024

Oct 11, 2024
SELL
$31.05 - $34.29 $1.76 Million - $1.94 Million
-56,709 Reduced 2.58%
2,140,527 $73.4 Million
Q2 2024

Jul 11, 2024
SELL
$30.09 - $32.37 $1.7 Million - $1.83 Million
-56,621 Reduced 2.51%
2,197,236 $70.8 Million
Q1 2024

May 02, 2024
SELL
$28.62 - $31.95 $2.06 Million - $2.3 Million
-72,114 Reduced 3.1%
2,253,857 $72 Million
Q4 2023

Jan 16, 2024
SELL
$24.91 - $29.38 $2.54 Million - $3 Million
-102,057 Reduced 4.2%
2,325,971 $68 Million
Q3 2023

Oct 13, 2023
SELL
$26.05 - $28.22 $836,048 - $905,692
-32,094 Reduced 1.3%
2,428,028 $63.6 Million
Q2 2023

Jul 14, 2023
SELL
$24.86 - $27.15 $954,400 - $1.04 Million
-38,391 Reduced 1.54%
2,460,122 $66.8 Million
Q1 2023

Apr 12, 2023
SELL
$24.18 - $26.58 $335,860 - $369,196
-13,890 Reduced 0.55%
2,498,513 $63.7 Million
Q4 2022

Jan 19, 2023
SELL
$22.49 - $25.81 $2.36 Million - $2.71 Million
-105,126 Reduced 4.02%
2,512,403 $0
Q3 2022

Oct 12, 2022
SELL
$22.24 - $26.54 $227,559 - $271,557
-10,232 Reduced 0.39%
2,617,529 $58.2 Million
Q2 2022

Jul 08, 2022
SELL
$22.75 - $27.77 $3.68 Million - $4.5 Million
-161,953 Reduced 5.81%
2,627,761 $61.2 Million
Q1 2022

Apr 27, 2022
SELL
$25.76 - $29.21 $2.19 Million - $2.48 Million
-84,837 Reduced 2.95%
2,789,714 $76.9 Million
Q4 2021

Jan 26, 2022
SELL
$26.63 - $29.09 $1.33 Million - $1.46 Million
-50,027 Reduced 1.71%
2,874,551 $83.3 Million
Q3 2021

Nov 02, 2021
BUY
$26.06 - $27.9 $68.5 Million - $73.3 Million
2,628,575 Added 888.02%
2,924,578 $77.7 Million
Q3 2021

Oct 14, 2021
SELL
$26.06 - $27.9 $68.1 Million - $72.9 Million
-2,611,289 Reduced 89.82%
296,003 $7.87 Million
Q2 2021

Jul 21, 2021
BUY
$25.92 - $26.98 $75.4 Million - $78.4 Million
2,907,292 New
2,907,292 $78.4 Million

Others Institutions Holding DFAC

# of Institutions
1,062
Shares Held
799M
Call Options Held
40K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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