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DFNMDFNM
8 quarters

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

Focus Partners Wealth holds 5.1M shares of DFNM (DIMENSIONAL ETF TRUST), worth $245M as of 2026-Q2. The position was increased (+20.1% shares). DFNM represents 0.3% of Focus Partners Wealth's 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%$48.22
44
2026-Q1
Increased
4.2M
+15.3%
$202.4M0.2%$47.47
42
2025-Q4
Increased
3.7M
+42.5%
$176.4M0.2%$47.44
49
2025-Q3
Increased
2.6M
+22.9%
$123.3M0.2%$46.82
44
2025-Q2
Increased
2.1M
+4.4%
$99.2M0.2%$45.94
37
2025-Q1
Decreased
2M
-48.1%
$95.2M0.2%$45.74
0
2024-Q4
Increased
3.9M
+164.4%
$184.3M0.2%$45.67
59
2024-Q3
New
1.5M
-
$70.8M0.2%$45.98
49

Other major holders of DFNM: Sequoia Financial Advisors, LLC

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