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DFATDFAT
8 quarters

Position history for FWFocus Partners Wealth's holdings in DIMENSIONAL ETF TRUST

Focus Partners Wealth holds 12.5M shares of DFAT (DIMENSIONAL ETF TRUST), worth $873.2M as of 2026-Q2. The position was decreased (-5.0% shares). DFAT represents 0.9% of Focus Partners Wealth's portfolio.

Current Value

$873.2M

Current Shares

12.5M

Total Value Change

+$193.2M

Total Shares Change

+268,130

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
12.5M
-5.0%
$873.2M0.9%$69.65
0
2026-Q1
Decreased
13.1M
-1.1%
$821.9M0.9%$62.02
0
2025-Q4
Increased
13.3M
+0.3%
$790.9M0.9%$58.93
45
2025-Q3
Increased
13.2M
+3.8%
$770.9M1.2%$57.38
52
2025-Q2
Decreased
12.8M
-1.8%
$688.4M1.5%$52.94
0
2025-Q1
Increased
13M
+6.5%
$668.6M1.7%$50.29
53
2024-Q4
Decreased
12.2M
-0.3%
$678.4M1.8%$54.19
0
2024-Q3
New
12.2M
-
$680M2.2%$53.97
82

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

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