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DFIVDFIV
7 quarters

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

RAYMOND JAMES FINANCIAL INC holds 4.7M shares of DFIV (DIMENSIONAL ETF TRUST), worth $253.1M as of 2026-Q2. The position was decreased (-1.4% shares). DFIV represents 0.1% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$253.1M

Current Shares

4.7M

Total Value Change

+$154M

Total Shares Change

+1.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4.7M
-1.4%
$253.1M0.1%$54.02
0
2026-Q1
Increased
4.7M
+25.6%
$250.7M0.1%$53.50
38
2025-Q4
Increased
3.8M
+5.2%
$188.8M0.1%$50.10
32
2025-Q3
Increased
3.6M
+3.1%
$165.8M0.1%$45.75
31
2025-Q2
Increased
3.5M
+7.5%
$149.3M0.1%$42.28
33
2025-Q1
Increased
3.2M
+16.1%
$127.6M0.0%$38.53
35
2024-Q4
New
2.8M
-
$99.1M0.0%$34.26
41

Other major holders of DFIV: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, MERCER GLOBAL ADVISORS INC /ADV

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