Cliftonlarsonallen Wealth Advisors, LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 17,771 shares of DFUS stock, worth $1.15 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
17,771
Previous 18,178 2.24%
Holding current value
$1.15 Million
Previous $1.16 Million 7.33%
% of portfolio
0.02%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$59.61 - $66.71 $24,261 - $27,150
-407 Reduced 2.24%
17,771 $1.07 Million
Q4 2024

Jan 14, 2025
BUY
$61.52 - $66.5 $3,875 - $4,189
63 Added 0.35%
18,178 $1.16 Million
Q3 2024

Oct 11, 2024
BUY
$56.04 - $62.2 $2,465 - $2,736
44 Added 0.24%
18,115 $1.13 Million
Q2 2024

Jul 11, 2024
BUY
$53.83 - $59.14 $2,583 - $2,838
48 Added 0.27%
18,071 $1.06 Million
Q1 2024

May 02, 2024
SELL
$50.79 - $56.98 $12,697 - $14,245
-250 Reduced 1.37%
18,023 $1.03 Million
Q4 2023

Jan 16, 2024
BUY
$44.51 - $52.0 $3,560 - $4,160
80 Added 0.44%
18,273 $947,000
Q3 2023

Oct 13, 2023
BUY
$46.29 - $49.87 $2,823 - $3,042
61 Added 0.34%
18,193 $846,000
Q2 2023

Jul 14, 2023
BUY
$43.77 - $48.16 $2,582 - $2,841
59 Added 0.33%
18,132 $873,000
Q1 2023

Apr 12, 2023
SELL
$41.24 - $45.43 $6,021 - $6,632
-146 Reduced 0.8%
18,073 $802,000
Q4 2022

Jan 19, 2023
BUY
$38.86 - $44.32 $30,777 - $35,101
792 Added 4.54%
18,219 $0
Q3 2022

Oct 12, 2022
BUY
$38.82 - $46.57 $2,678 - $3,213
69 Added 0.4%
17,427 $677,000
Q2 2022

Jul 08, 2022
SELL
$39.62 - $49.51 $49,326 - $61,639
-1,245 Reduced 6.69%
17,358 $707,000
Q1 2022

Apr 27, 2022
BUY
$45.16 - $52.01 $1,896 - $2,184
42 Added 0.23%
18,603 $912,000
Q4 2021

Jan 26, 2022
BUY
$47.05 - $51.98 $3,481 - $3,846
74 Added 0.4%
18,561 $960,000
Q3 2021

Nov 02, 2021
BUY
$46.48 - $49.7 $859,275 - $918,803
18,487 New
18,487 $872,000
Q3 2021

Oct 14, 2021
SELL
$46.48 - $49.7 $856,905 - $916,269
-18,436 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$45.75 - $47.12 $843,447 - $868,704
18,436 New
18,436 $869,000

Others Institutions Holding DFUS

# of Institutions
761
Shares Held
183M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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