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DFISDFIS
11 quarters

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

Focus Partners Wealth holds 873,168 shares of DFIS (DIMENSIONAL ETF TRUST), worth $30.6M as of 2026-Q2. The position was increased (+5.2% shares). DFIS represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$30.6M

Current Shares

873,168

Total Value Change

+$30.1M

Total Shares Change

+854,502

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
873,168
+5.2%
$30.6M0.0%$35.03
30
2026-Q1
Increased
830,318
+0.5%
$28M0.0%$35.29
29
2025-Q4
Decreased
826,043
-5.1%
$27.2M0.0%$33.07
0
2025-Q3
Increased
870,544
+11.5%
$27.5M0.0%$31.42
32
2025-Q2
Decreased
780,594
-4.4%
$23.3M0.1%$29.47
0
2025-Q1
Increased
816,414
+41.0%
$21.1M0.1%$25.59
38
2024-Q4
Increased
579,148
+130.4%
$14.2M0.0%$23.92
45
2024-Q3
Increased
251,329
+2162.8%
$6.7M0.0%$25.96
44
2024-Q2
Unchanged
11,107
0.0%
$274,0000.0%$23.80
0
2024-Q1
Decreased
11,107
-40.5%
$278,0000.0%$23.95
0
2023-Q4
New
18,666
-
$451,0000.0%$23.08
33

Other major holders of DFIS: JONES FINANCIAL COMPANIES LLLP

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