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DFATDFAT
7 quarters

Position history for RAYMOND JAMES FINANCIAL INCRAYMOND JAMES FINANCIAL INC's holdings in DIMENSIONAL ETF TRUST

RAYMOND JAMES FINANCIAL INC holds 1.8M shares of DFAT (DIMENSIONAL ETF TRUST), worth $128.3M as of 2026-Q2. The position was decreased (-10.4% shares). DFAT represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$128.3M

Current Shares

1.8M

Total Value Change

+$59M

Total Shares Change

+590,998

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.8M
-10.4%
$128.3M0.0%$69.65
0
2026-Q1
Increased
2M
+15.2%
$127.9M0.0%$62.02
35
2025-Q4
Increased
1.8M
+5.5%
$105.9M0.0%$58.93
32
2025-Q3
Increased
1.7M
+8.6%
$98.2M0.0%$57.38
33
2025-Q2
Increased
1.6M
+10.0%
$83.8M0.0%$52.94
33
2025-Q1
Increased
1.4M
+13.5%
$72.7M0.0%$50.29
34
2024-Q4
First report
1.2M
-
$69.2M0.0%$54.19
0

Other major holders of DFAT: Cerity Partners LLC, Creative Planning, Focus Partners Wealth

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