Cliftonlarsonallen Wealth Advisors, LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 18,178 shares of DFUS stock, worth $1.13 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

18,178

Previous 18,115 0.35%

Holding current value

$1.13 Million

Previous $1.13 Million 2.93%

% of portfolio

0.02%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

724

Shares Held

162M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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