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DFSEDFSE
Showing 8 of 14 quarters

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

COMMONWEALTH EQUITY SERVICES, LLC holds 11,839 shares of DFSE (DIMENSIONAL ETF TRUST), worth $578,670 as of 2026-Q2. The position was increased (+1.1% shares). DFSE represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$578,670

Current Shares

11,839

Total Value Change

+$271,670

Total Shares Change

+3,173

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
11,839
+1.1%
$578,6700.0%$48.88
25
2026-Q1
Increased
11,715
+1.0%
$496,3600.0%$43.60
24
2025-Q4
Increased
11,603
+10.2%
$481,2900.0%$41.59
27
2025-Q3
Increased
10,528
+2.7%
$433,0000.0%$40.60
25
2025-Q2
Increased
10,247
+4.5%
$390,0000.0%$37.11
25
2025-Q1
Increased
9,806
+13.4%
$330,0000.0%$33.18
27
2024-Q4
Decreased
8,648
-0.2%
$287,0000.0%$32.41
0
2024-Q3
Increased
8,666
+2.0%
$307,0000.0%$35.02
24

Other major holders of DFSE: Pathstone Holdings, LLC, Focus Partners Wealth

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