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DFEM
7 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
9M
+7.8%
$311.8M0.3%$35.46
40
2025-Q4
Increased
8.4M
+13.7%
$276.6M0.3%$33.16
42
2025-Q3
Increased
7.4M
+14.1%
$236.2M0.4%$31.79
42
2025-Q2
Increased
6.5M
+1.4%
$191.4M0.4%$29.16
37
2025-Q1
Increased
6.4M
+11.7%
$168.3M0.4%$25.99
41
2024-Q4
Increased
5.7M
+21.6%
$149.1M0.4%$25.54
43
2024-Q3
New
4.7M
-
$131.7M0.4%$27.55
50

Other major holders of DFEM: Corient Private Wealth LLC, Sequoia Financial Advisors, LLC

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