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DFISDFIS
7 quarters

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

ASSETMARK, INC holds 2.2M shares of DFIS (DIMENSIONAL ETF TRUST), worth $77.9M as of 2026-Q2. The position was increased (+549x shares). DFIS represents 0.1% of ASSETMARK, INC's portfolio.

Current Value

$77.9M

Current Shares

2.2M

Total Value Change

+$77.9M

Total Shares Change

+2.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.2M
+549x
$77.9M0.1%$35.03
57
2026-Q1
Increased
4,044
+874.5%
$136,1610.0%$35.29
36
2025-Q4
Unchanged
415
0.0%
$13,6700.0%$33.07
0
2025-Q3
Increased
415
+492.9%
$13,1260.0%$31.42
19
2025-Q2
New
70
-
$2,0890.0%$29.47
18
2023-Q1
Exited
0
-100.0%
$00.0%$21.41
0
2022-Q4
New
222
-
$4,7750.0%$20.04
23

Other major holders of DFIS: JONES FINANCIAL COMPANIES LLLP

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