Cliftonlarsonallen Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.39 Billion
Q1 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 21,071 shares of DFUV stock, worth $821,347. This represents 0.02% of its overall portfolio holdings.

Number of Shares

21,071

Previous 21,305 1.1%

Holding current value

$821,347

Previous $792,000 8.71%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$36.22 - $40.9 $8,475 - $9,570	-234 Reduced 1.1%	21,071 $861,000
Q4 2023 Jan 16, 2024	BUY	$31.85 - $37.39 $1,465 - $1,719	46 Added 0.22%	21,305 $792,000
Q3 2023 Oct 13, 2023	SELL	$33.83 - $36.19 $11,874 - $12,702	-351 Reduced 1.62%	21,259 $723,000
Q2 2023 Jul 14, 2023	BUY	$32.32 - $34.5 $15,222 - $16,249	471 Added 2.23%	21,610 $745,000
Q1 2023 Apr 12, 2023	SELL	$31.9 - $35.83 $13,079 - $14,690	-410 Reduced 1.9%	21,139 $707,000

Q4 2022 Jan 19, 2023	BUY	$33.0 - $35.36 $45,243 - $48,478	1,371 Added 6.79%	21,549 $0
Q3 2022 Oct 12, 2022	BUY	$30.15 - $34.78 $1,869 - $2,156	62 Added 0.31%	20,178 $597,000
Q2 2022 Jul 08, 2022	BUY	$30.92 - $35.31 $621,986 - $710,295	20,116 New	20,116 $636,000

Others Institutions Holding DFUV

# of Institutions

593

Shares Held

242M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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 Us Marketwi Transaction History