Dimensional Etf Trust shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
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 |
|---|---|---|---|
| 2025-09-30 | $1.3M | 17k | 72.44 |
| 2025-06-30 | $1.2M | 18k | 67.02 |
| 2025-03-31 | $1.1M | 18k | 60.48 |
| 2024-12-31 | $1.2M | 18k | 63.75 |
| 2024-09-30 | $1.1M | 18k | 62.20 |
| 2024-06-30 | $1.1M | 18k | 58.85 |
| 2024-03-31 | $1.0M | 18k | 56.98 |
| 2023-12-31 | $947k | 18k | 51.83 |
| 2023-09-30 | $847k | 18k | 46.55 |
| 2023-06-30 | $873k | 18k | 48.16 |
| 2023-03-31 | $803k | 18k | 44.43 |
| 2022-12-31 | $758k | 18k | 41.61 |
| 2022-09-30 | $677k | 17k | 38.85 |
| 2022-06-30 | $707k | 17k | 40.73 |
| 2022-03-31 | $912k | 19k | 49.02 |
| 2021-12-31 | $960k | 19k | 51.72 |
| 2021-09-30 | $872k | 19k | 47.17 |
| 2021-06-30 | $869k | 18k | 47.14 |
More positions owned by CliftonLarsonAllen Wealth Advisors
View all positions for CliftonLarsonAllen Wealth Advisors