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DFATDFAT
13 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in DIMENSIONAL ETF TRUST

JONES FINANCIAL COMPANIES LLLP holds 846,849 shares of DFAT (DIMENSIONAL ETF TRUST), worth $59.2M as of 2026-Q2. The position was increased (+33.6% shares). DFAT represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$59.2M

Current Shares

846,849

Total Value Change

+$59.1M

Total Shares Change

+845,415

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
846,849
+33.6%
$59.2M0.0%$69.65
38
2026-Q1
Increased
633,944
+43.0%
$39M0.0%$62.02
39
2025-Q4
Increased
443,452
+26.9%
$26.4M0.0%$58.93
36
2025-Q3
Increased
349,310
+14.1%
$20.5M0.0%$57.38
32
2025-Q2
Increased
306,195
+28.3%
$16.5M0.0%$52.94
35
2025-Q1
Increased
238,582
+18.7%
$12.3M0.0%$50.29
33
2024-Q4
Increased
201,063
+31.6%
$11.2M0.0%$54.19
35
2024-Q3
Increased
152,794
+91.0%
$8.5M0.0%$53.97
43
2024-Q2
Increased
79,979
+84.6%
$4.1M0.0%$50.14
41
2024-Q1
Increased
43,324
+157.7%
$2.4M0.0%$52.40
42
2023-Q4
Increased
16,812
+683.8%
$879,7720.0%$50.27
40
2023-Q3
Increased
2,145
+49.6%
$98,0050.0%$43.72
30
2023-Q2
New
1,434
-
$66,5230.0%$44.22
29

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

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