Position history for Focus Partners Wealth's holdings in DIMENSIONAL ETF TRUST
Focus Partners Wealth holds 4.2M shares of DFNM (DIMENSIONAL ETF TRUST), worth $202.4M as of 2026-Q1. The position was increased (+15.3% shares). DFNM represents 0.2% of Focus Partners Wealth's portfolio.
Current Value
$202.4M
Current Shares
4.2M
Total Value Change
+$131.5M
Total Shares Change
+2.8M
Other major holders of DFNM: Sequoia Financial Advisors, LLC
Increased |
| 4.2M |
+15.3% |
| $202.4M |
| 0.2% |
| $48.59 |
42 |
| 2025-Q4 | Increased | 3.7M | +42.5% | $176.4M | 0.2% | $48.13 | 49 |
| 2025-Q3 | Increased | 2.6M | +22.9% | $123.3M | 0.2% | $47.49 | 44 |
| 2025-Q2 | Increased | 2.1M | +4.4% | $99.2M | 0.2% | $46.56 | 37 |
| 2025-Q1 | Increased | 2M | +3.8% | $95.2M | 0.2% | $46.31 | 37 |
| 2024-Q4 | Increased | 1.9M | +32.2% | $92.1M | 0.2% | $46.33 | 46 |
| 2024-Q3 | New | 1.5M | - | $70.8M | 0.2% | $46.62 | 49 |