Back to Focus Partners Wealth

DFIV
7 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
13.5M
-2.0%
$714.9M0.8%$53.50
0
2025-Q4
Increased
13.8M
+12.6%
$689.8M0.8%$50.10
50
2025-Q3
Increased
12.3M
+5.1%
$566.4M0.9%$45.75
47
2025-Q2
Decreased
11.7M
-4.6%
$500.3M1.1%$42.28
0
2025-Q1
Increased
12.2M
+5.5%
$481.9M1.2%$38.53
52
2024-Q4
Increased
11.6M
+3.1%
$411.7M1.1%$34.26
51
2024-Q3
New
11.3M
-
$428.5M1.4%$36.62
71

Other major holders of DFIV: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, MERCER GLOBAL ADVISORS INC /ADV

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used