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DFIVDFIV
11 quarters

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

JONES FINANCIAL COMPANIES LLLP holds 3.5M shares of DFIV (DIMENSIONAL ETF TRUST), worth $187.5M as of 2026-Q2. The position was increased (+31.4% shares). DFIV represents 0.1% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$187.5M

Current Shares

3.5M

Total Value Change

+$187.4M

Total Shares Change

+3.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.5M
+31.4%
$187.5M0.1%$53.76
39
2026-Q1
Increased
2.6M
+48.4%
$135.7M0.1%$51.76
42
2025-Q4
Increased
1.8M
+30.2%
$89M0.1%$48.84
38
2025-Q3
Increased
1.4M
+37.3%
$63.2M0.0%$44.80
39
2025-Q2
Increased
997,424
+46.1%
$42.7M0.0%$41.43
40
2025-Q1
Increased
682,647
+61.9%
$27.1M0.0%$37.41
42
2024-Q4
Increased
421,688
+80.6%
$15M0.0%$33.60
43
2024-Q3
Increased
233,495
+160.2%
$8.9M0.0%$35.72
44
2024-Q2
Increased
89,730
+320.2%
$3.2M0.0%$33.50
43
2024-Q1
Increased
21,352
+588.1%
$784,7010.0%$33.59
40
2023-Q4
New
3,103
-
$106,6240.0%$31.33
30

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

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