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DFATDFAT
21 quarters

Position history for ASSETMARK, INCASSETMARK, INC's holdings in DIMENSIONAL ETF TRUST

ASSETMARK, INC holds 845,930 shares of DFAT (DIMENSIONAL ETF TRUST), worth $59.1M as of 2026-Q2. The position was increased (+81.1% shares). DFAT represents 0.1% of ASSETMARK, INC's portfolio.

Current Value

$59.1M

Current Shares

845,930

Total Value Change

+$52.4M

Total Shares Change

+695,497

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
845,930
+81.1%
$59.1M0.1%$69.65
54
2026-Q1
Increased
467,017
+2.1%
$29.2M0.1%$62.02
29
2025-Q4
Increased
457,432
+1.6%
$27.2M0.1%$58.93
29
2025-Q3
Decreased
450,153
-0.7%
$26.2M0.1%$57.38
0
2025-Q2
Decreased
453,080
-16.8%
$24.4M0.1%$52.94
0
2025-Q1
Increased
544,487
+0.2%
$28M0.1%$50.29
29
2024-Q4
Increased
543,199
+2.0%
$30.2M0.1%$54.19
29
2024-Q3
Increased
532,595
+2.4%
$29.6M0.1%$53.97
29
2024-Q2
Increased
520,273
+1.1%
$27M0.1%$50.14
29
2024-Q1
Increased
514,449
+1.2%
$28M0.1%$52.40
29
2023-Q4
Increased
508,243
+1.8%
$26.6M0.1%$50.27
29
2023-Q3
Increased
499,304
+2.4%
$22.8M0.1%$43.72
29
2023-Q2
Increased
487,593
+112.9%
$22.6M0.1%$44.22
46
2023-Q1
Increased
229,070
+3.3%
$10.2M0.0%$42.24
29
2022-Q4
Increased
221,868
+4.2%
$9.8M0.0%$41.59
29
2022-Q3
Increased
213,025
+3.6%
$8.3M0.0%$36.73
28
2022-Q2
Increased
205,676
+8.8%
$8.3M0.0%$37.77
30
2022-Q1
Increased
189,123
+9.9%
$8.8M0.0%$43.56
30
2021-Q4
Increased
172,001
+6.4%
$8.2M0.0%$44.36
29
2021-Q3
Increased
161,685
+7.5%
$7.2M0.0%$41.17
29
2021-Q2
New
150,433
-
$6.7M0.0%$41.44
38

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

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