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DFNMDFNM
8 quarters

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

Yes. Focus Partners Wealth holds 5,069,659 shares of DFNM, worth $245M, as of its Q2 2026 13F filing. It increased the position by 847,779 shares (+20.1%) from Q1 2026. Focus Partners Wealth has held DFNM since Q3 2024, across 8 quarterly 13F filings. DFNM is 0.3% of Focus Partners Wealth's reported 13F portfolio.

Current Value

$245M

Current Shares

5.1M

Total Value Change

+$174.2M

Total Shares Change

+3.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5.1M
+20.1%
$245M0.3%$47.85
44
2026-Q1
Increased
4.2M
+15.3%
$202.4M0.2%$47.11
42
2025-Q4
Increased
3.7M
+42.5%
$176.4M0.2%$47.07
49
2025-Q3
Increased
2.6M
+22.9%
$123.3M0.2%$46.46
44
2025-Q2
Increased
2.1M
+4.4%
$99.2M0.2%$45.59
37
2025-Q1
Increased
2M
+3.8%
$95.2M0.2%$45.39
37
2024-Q4
Increased
1.9M
+32.2%
$92.1M0.2%$45.32
46
2024-Q3
New
1.5M
-
$70.8M0.2%$45.62
49

Other major holders of DFNM: DIMENSIONAL FUND ADVISORS LP, Sequoia Financial Advisors, LLC

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