Cliftonlarsonallen Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.16 Billion
Q4 2024

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 1,479,291 shares of DFAX stock, worth $37 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

1,479,291

Previous 1,531,459 3.41%

Holding current value

$37 Million

Previous $41.4 Million 11.09%

% of portfolio

0.71%

Previous 0.96%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

513

Shares Held

224M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Cliftonlarsonallen Wealth Advisors, LLC Dimensional ETF Tr Transaction History