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

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.16 Billion
  • Q4 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 21,092 shares of DFUV stock, worth $900,839. This represents 0.02% of its overall portfolio holdings.

Number of Shares
21,092
Previous 21,041 0.24%
Holding current value
$900,839
Previous $877,000 1.6%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$40.38 - $44.35 $2,059 - $2,261
51 Added 0.24%
21,092 $863,000
Q3 2024

Oct 11, 2024
BUY
$38.51 - $41.69 $1,886 - $2,042
49 Added 0.23%
21,041 $877,000
Q2 2024

Jul 11, 2024
SELL
$38.53 - $40.76 $3,043 - $3,220
-79 Reduced 0.37%
20,992 $824,000
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
$30.23 - $35.36 $41,445 - $48,478
1,371 Added 6.79%
21,549 $0
Q3 2022

Oct 12, 2022
BUY
$29.6 - $34.78 $1,835 - $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
665
Shares Held
271M
Call Options Held
300
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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