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DFIPDFIP
Showing 8 of 16 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in DIMENSIONAL ETF TRUST

COMMONWEALTH EQUITY SERVICES, LLC holds 52,083 shares of DFIP (DIMENSIONAL ETF TRUST), worth $2.1M as of 2026-Q2. The position was increased (+9.1% shares). DFIP represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$2.1M

Current Shares

52,083

Total Value Change

+$264,700

Total Shares Change

+7,529

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
52,083
+9.1%
$2.1M0.0%$40.50
28
2026-Q1
Increased
47,739
+13.3%
$2M0.0%$40.17
29
2025-Q4
Decreased
42,143
-7.2%
$1.8M0.0%$40.01
0
2025-Q3
Decreased
45,433
-1.4%
$1.9M0.0%$40.07
0
2025-Q2
Decreased
46,095
-14.2%
$1.9M0.0%$39.20
0
2025-Q1
Increased
53,723
+1.5%
$2.3M0.0%$38.86
26
2024-Q4
Increased
52,944
+18.8%
$2.1M0.0%$37.20
31
2024-Q3
Increased
44,554
+2.9%
$1.9M0.0%$38.47
27

Other major holders of DFIP: Beacon Pointe Advisors, LLC, Savant Capital, LLC

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