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

JONES FINANCIAL COMPANIES LLLP holds 61.4M shares of DFIS (DIMENSIONAL ETF TRUST), worth $2.2B as of 2026-Q2. The position was increased (+4.5% shares). DFIS represents 0.9% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$2.2B

Current Shares

61.4M

Total Value Change

+$1.6B

Total Shares Change

+39.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
61.4M
+4.5%
$2.2B0.9%$35.03
47
2026-Q1
Increased
58.7M
+28.4%
$1.9B0.9%$35.29
56
2025-Q4
Increased
45.8M
+34.1%
$1.5B0.9%$33.07
58
2025-Q3
Increased
34.1M
+82.5%
$1.1B0.7%$31.42
69
2025-Q2
Increased
18.7M
+1.6%
$555.9M0.4%$29.47
38
2025-Q1
Increased
18.4M
+3.9%
$481.4M0.4%$25.59
39
2024-Q4
Decreased
17.7M
-20.1%
$435M0.4%$23.92
0
2024-Q3
Increased
22.2M
+3.5%
$593.5M0.6%$25.96
46

Other major holders of DFIS: MATHER GROUP, LLC., Corient Private Wealth LP

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