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DFISDFIS
6 quarters

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

RAYMOND JAMES FINANCIAL INC holds 333,265 shares of DFIS (DIMENSIONAL ETF TRUST), worth $11.7M as of 2026-Q2. The position was increased (+50.5% shares). DFIS represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$11.7M

Current Shares

333,265

Total Value Change

+$11.1M

Total Shares Change

+312,181

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
333,265
+50.5%
$11.7M0.0%$35.03
39
2026-Q1
Increased
221,417
+110.5%
$7.5M0.0%$35.29
44
2025-Q4
Increased
105,184
+86.8%
$3.5M0.0%$33.07
41
2025-Q3
Increased
56,301
+58.8%
$1.8M0.0%$31.42
37
2025-Q2
Increased
35,452
+68.2%
$1.1M0.0%$29.47
37
2025-Q1
New
21,084
-
$544,8110.0%$25.59
34

Other major holders of DFIS: JONES FINANCIAL COMPANIES LLLP

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