Position history for Focus Partners Wealth's holdings in DIMENSIONAL ETF TRUST
Focus Partners Wealth holds 9M shares of DFEM (DIMENSIONAL ETF TRUST), worth $311.8M as of 2026-Q1. The position was increased (+7.8% shares). DFEM represents 0.3% of Focus Partners Wealth's portfolio.
Current Value
$311.8M
Current Shares
9M
Total Value Change
+$180.1M
Total Shares Change
+4.3M
Other major holders of DFEM: Kestra Advisory Services, LLC, Corient Private Wealth LLC, Sequoia Financial Advisors, LLC
Increased |
| 9M |
+7.8% |
| $311.8M |
| 0.3% |
| $35.46 |
40 |
| 2025-Q4 | Increased | 8.4M | +13.7% | $276.6M | 0.3% | $33.16 | 42 |
| 2025-Q3 | Increased | 7.4M | +14.1% | $236.2M | 0.4% | $31.79 | 42 |
| 2025-Q2 | Increased | 6.5M | +1.4% | $191.4M | 0.4% | $29.16 | 37 |
| 2025-Q1 | Increased | 6.4M | +11.7% | $168.3M | 0.4% | $25.99 | 41 |
| 2024-Q4 | Increased | 5.7M | +21.6% | $149.1M | 0.4% | $25.54 | 43 |
| 2024-Q3 | New | 4.7M | - | $131.7M | 0.4% | $27.55 | 50 |