Question 1

How many shares of DFAI does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 9.8M shares of DFAI (DIMENSIONAL ETF TRUST).

Question 2

What is &PARTNERS's DFAI position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's DFAI position is worth $405.6M.

Question 3

Is &PARTNERS buying or selling DFAI?

Accepted Answer

In 2026-Q2, &PARTNERS increased their DFAI position (+7.9% change in shares).

Question 4

When did &PARTNERS first buy DFAI?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in DFAI in 2024-Q3. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	9.8M	+7.9%	$405.6M	1.7%	$41.25	53
2026-Q1	Increased	9.1M	+8.9%	$355M	1.8%	$40.34	53
2025-Q4	Increased	8.4M	+3.9%	$316.7M	1.7%	$38.30	51
2025-Q3	Increased	8M	+11.7%	$292.4M	1.9%	$35.95	54
2025-Q2	Increased	7.2M	+27.5%	$249.9M	1.9%	$34.12	60
2025-Q1	Increased	5.7M	+37.0%	$179M	1.9%	$30.77	63
2024-Q4	Increased	4.1M	+54.8%	$122.1M	1.5%	$28.41	67
2024-Q3	Increased	2.7M	+390.5%	$85.3M	1.6%	$30.80	76

DFAIShowing 8 of 10 quarters

DFAI
Showing 8 of 10 quarters