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DFSUDFSU
6 quarters

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

RAYMOND JAMES FINANCIAL INC holds 96,525 shares of DFSU (DIMENSIONAL ETF TRUST), worth $4.5M as of 2026-Q2. The position was increased (+13.0% shares). DFSU represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$4.5M

Current Shares

96,525

Total Value Change

-$239,889

Total Shares Change

-35,864

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
96,525
+13.0%
$4.5M0.0%$46.63
30
2026-Q1
Increased
85,436
+9.5%
$3.5M0.0%$43.23
29
2025-Q4
Increased
78,052
+208.2%
$3.4M0.0%$43.72
43
2025-Q3
Increased
25,323
+42.9%
$1.1M0.0%$42.25
34
2025-Q2
Decreased
17,726
-86.6%
$695,7450.0%$38.97
0
2025-Q1
New
132,389
-
$4.7M0.0%$35.44
37

Other major holders of DFSU: AE Wealth Management LLC, Focus Partners Wealth

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