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DFAT
7 quarters

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

Focus Partners Wealth holds 13.1M shares of DFAT (DIMENSIONAL ETF TRUST), worth $821.9M as of 2026-Q1. The position was decreased (-1.1% shares). DFAT represents 0.9% of Focus Partners Wealth's portfolio.

Current Value

$821.9M

Current Shares

13.1M

Total Value Change

+$141.9M

Total Shares Change

+920,333

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
13.1M
-1.1%
$821.9M0.9%$64.60
0
2025-Q4
Increased
13.3M
+0.3%
$790.9M0.9%$60.15
45
2025-Q3
Increased
13.2M
+3.8%
$770.9M1.2%$57.96
52
2025-Q2
Decreased
12.8M
-1.8%
$688.4M1.5%$53.50
0
2025-Q1
Increased
13M
+6.5%
$668.6M1.7%$50.77
53
2024-Q4
Decreased
12.2M
-0.3%
$678.4M1.8%$54.59
0
2024-Q3
New
12.2M
-
$680M2.2%$54.38
82

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

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