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

Cliftonlarsonallen Wealth Advisors, LLC

$6.31 Billion
Q3 2025

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 21,246 shares of DFUV stock, worth $956,919. This represents 0.02% of its overall portfolio holdings.

Number of Shares

21,246

Previous 21,194 0.25%

Holding current value

$956,919

Previous $896,000 5.92%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$41.91 - $44.87 $2,179 - $2,333	52 Added 0.25%	21,246 $949,000
Q2 2025 Jul 18, 2025	BUY	$36.25 - $42.28 $1,993 - $2,325	55 Added 0.26%	21,194 $896,000
Q1 2025 Apr 16, 2025	BUY	$39.96 - $43.3 $1,878 - $2,035	47 Added 0.22%	21,139 $871,000
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

768

Shares Held

246M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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