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DFSIDFSI
14 quarters

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

COMMONWEALTH EQUITY SERVICES, LLC holds 50,588 shares of DFSI (DIMENSIONAL ETF TRUST), worth $2.3M as of 2026-Q2. The position was decreased (-1.3% shares). DFSI represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$2.3M

Current Shares

50,588

Total Value Change

+$1.8M

Total Shares Change

+36,156

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
50,588
-1.3%
$2.3M0.0%$45.10
0
2026-Q1
Increased
51,275
+7.5%
$2.2M0.0%$44.28
28
2025-Q4
Decreased
47,678
-11.8%
$2M0.0%$43.10
0
2025-Q3
Increased
54,087
+18.2%
$2.2M0.0%$40.63
31
2025-Q2
Increased
45,754
+6.2%
$1.8M0.0%$38.96
27
2025-Q1
Increased
43,103
+11.1%
$1.5M0.0%$34.46
28
2024-Q4
Increased
38,792
+5.5%
$1.3M0.0%$32.08
27
2024-Q3
Increased
36,770
+5.7%
$1.3M0.0%$34.74
27
2024-Q2
Increased
34,788
+38.1%
$1.1M0.0%$31.86
33
2024-Q1
Increased
25,181
+11.8%
$848,0000.0%$32.14
28
2023-Q4
Increased
22,514
+0.3%
$721,0000.0%$30.54
25
2023-Q3
Increased
22,445
+8.4%
$644,0000.0%$27.24
27
2023-Q2
Increased
20,709
+43.5%
$631,0000.0%$28.38
33
2023-Q1
New
14,432
-
$433,0000.0%$27.93
33

Other major holders of DFSI: Focus Partners Wealth

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