Dimensional Etf Trust shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Dimensional Etf Trust
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All positions including Dimensional Etf Trust held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dimensional Etf Trust by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $41M | 1.2M | 32.73 |
| 2025-09-30 | $40M | 1.3M | 31.38 |
| 2025-06-30 | $40M | 1.4M | 29.37 |
| 2025-03-31 | $38M | 1.4M | 26.20 |
| 2024-12-31 | $37M | 1.5M | 24.86 |
| 2024-09-30 | $41M | 1.5M | 27.01 |
| 2024-06-30 | $39M | 1.5M | 25.42 |
| 2024-03-31 | $40M | 1.6M | 25.44 |
| 2023-12-31 | $39M | 1.6M | 24.42 |
| 2023-09-30 | $37M | 1.6M | 22.52 |
| 2023-06-30 | $39M | 1.7M | 23.31 |
| 2023-03-31 | $39M | 1.7M | 23.06 |
| 2022-12-31 | $35M | 1.6M | 21.60 |
| 2022-09-30 | $33M | 1.8M | 18.89 |
| 2022-06-30 | $38M | 1.8M | 21.44 |
| 2022-03-31 | $46M | 1.8M | 24.95 |
| 2021-12-31 | $49M | 1.9M | 26.11 |
| 2021-09-30 | $4.5M | 174k | 25.88 |
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