Position history for Focus Partners Wealth's holdings in DIMENSIONAL ETF TRUST
Focus Partners Wealth holds 13.5M shares of DFIV (DIMENSIONAL ETF TRUST), worth $714.9M as of 2026-Q1. The position was decreased (-2.0% shares). DFIV represents 0.8% of Focus Partners Wealth's portfolio.
Current Value
$714.9M
Current Shares
13.5M
Total Value Change
+$286.4M
Total Shares Change
+2.3M
Other major holders of DFIV: Kestra Advisory Services, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, MERCER GLOBAL ADVISORS INC /ADV
Decreased |
| 13.5M |
-2.0% |
| $714.9M |
| 0.8% |
| $53.50 |
0 |
| 2025-Q4 | Increased | 13.8M | +12.6% | $689.8M | 0.8% | $50.10 | 50 |
| 2025-Q3 | Increased | 12.3M | +5.1% | $566.4M | 0.9% | $45.75 | 47 |
| 2025-Q2 | Decreased | 11.7M | -4.6% | $500.3M | 1.1% | $42.28 | 0 |
| 2025-Q1 | Increased | 12.2M | +5.5% | $481.9M | 1.2% | $38.53 | 52 |
| 2024-Q4 | Increased | 11.6M | +3.1% | $411.7M | 1.1% | $34.26 | 51 |
| 2024-Q3 | New | 11.3M | - | $428.5M | 1.4% | $36.62 | 71 |