Cliftonlarsonallen Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$6.31 Billion
Q3 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,283,535 shares of DFAX stock, worth $40.4 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

1,283,535

Previous 1,362,512 5.8%

Holding current value

$40.4 Million

Previous $40 Million 0.65%

% of portfolio

0.64%

Previous 0.67%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$29.25 - $31.56 $2.31 Million - $2.49 Million	-78,977 Reduced 5.8%	1,283,535 $40.3 Million
Q2 2025 Jul 18, 2025	SELL	$23.37 - $29.39 $1.6 Million - $2.01 Million	-68,254 Reduced 4.77%	1,362,512 $40 Million
Q1 2025 Apr 16, 2025	SELL	$24.45 - $27.2 $1.19 Million - $1.32 Million	-48,525 Reduced 3.28%	1,430,766 $37.5 Million
Q4 2024 Jan 14, 2025	SELL	$24.76 - $27.04 $1.29 Million - $1.41 Million	-52,168 Reduced 3.41%	1,479,291 $36.8 Million
Q3 2024 Oct 11, 2024	SELL	$24.29 - $27.25 $368,746 - $413,682	-15,181 Reduced 0.98%	1,531,459 $41.4 Million
Q2 2024 Jul 11, 2024	SELL	$24.57 - $26.36 $942,824 - $1.01 Million	-38,373 Reduced 2.42%	1,546,640 $39.3 Million
Q1 2024 May 02, 2024	SELL	$23.42 - $25.45 $647,281 - $703,387	-27,638 Reduced 1.71%	1,585,013 $40.3 Million
Q4 2023 Jan 16, 2024	SELL	$21.44 - $24.42 $552,144 - $628,888	-25,753 Reduced 1.57%	1,612,651 $39.4 Million
Q3 2023 Oct 13, 2023	SELL	$22.41 - $24.35 $520,292 - $565,333	-23,217 Reduced 1.4%	1,638,404 $36.9 Million
Q2 2023 Jul 14, 2023	SELL	$22.56 - $24.03 $257,048 - $273,797	-11,394 Reduced 0.68%	1,661,621 $38.7 Million
Q1 2023 Apr 12, 2023	BUY	$21.74 - $23.72 $922,732 - $1.01 Million	42,444 Added 2.6%	1,673,015 $38.6 Million
Q4 2022 Jan 19, 2023	SELL	$18.81 - $22.36 $2.63 Million - $3.13 Million	-139,890 Reduced 7.9%	1,630,571 $0
Q3 2022 Oct 12, 2022	SELL	$18.89 - $22.64 $205,145 - $245,870	-10,860 Reduced 0.61%	1,770,461 $33.4 Million
Q2 2022 Jul 08, 2022	SELL	$21.22 - $25.37 $866,115 - $1.04 Million	-40,816 Reduced 2.24%	1,781,321 $38.2 Million
Q1 2022 Apr 27, 2022	SELL	$23.26 - $26.72 $1.06 Million - $1.22 Million	-45,498 Reduced 2.44%	1,822,137 $45.5 Million
Q4 2021 Jan 26, 2022	BUY	$25.17 - $26.82 $237,957 - $253,556	9,454 Added 0.51%	1,867,635 $48.8 Million
Q3 2021 Nov 02, 2021	BUY	$25.83 - $27.21 $43.5 Million - $45.8 Million	1,684,283 Added 968.55%	1,858,181 $48.1 Million
Q3 2021 Oct 14, 2021	BUY	$25.83 - $27.21 $4.49 Million - $4.73 Million	173,898 New	173,898 $4.5 Million

Others Institutions Holding DFAX

# of Institutions

657

Shares Held

253M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.

Account

Cliftonlarsonallen Wealth Advisors, LLC Dimensional ETF Tr Transaction History