Question 1

How many shares of DFSD does Focus Partners Wealth own?

Accepted Answer

As of 2026-Q2, Focus Partners Wealth holds 7.3M shares of DFSD (DIMENSIONAL ETF TRUST).

Question 2

What is Focus Partners Wealth's DFSD position worth?

Accepted Answer

As of 2026-Q2, Focus Partners Wealth's DFSD position is worth $346.4M.

Question 3

Is Focus Partners Wealth buying or selling DFSD?

Accepted Answer

In 2026-Q2, Focus Partners Wealth increased their DFSD position (+18.5% change in shares).

Question 4

When did Focus Partners Wealth first buy DFSD?

Accepted Answer

Based on available 13F filings, Focus Partners Wealth first reported a position in DFSD in 2024-Q3. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	7.3M	+18.5%	$346.4M	0.4%	$47.27	44
2026-Q1	Increased	6.1M	+12.4%	$293.1M	0.3%	$46.88	41
2025-Q4	Increased	5.4M	+16.2%	$261.1M	0.3%	$46.80	43
2025-Q3	Increased	4.7M	+27.2%	$226M	0.4%	$46.28	46
2025-Q2	Increased	3.7M	+1.5%	$176.8M	0.4%	$45.60	37
2025-Q1	Decreased	3.6M	-45.6%	$172.5M	0.4%	$44.73	0
2024-Q4	Increased	6.7M	+148.2%	$313.1M	0.4%	$43.90	60
2024-Q3	New	2.7M	-	$128.5M	0.4%	$43.86	50

DFSD8 quarters

DFSD
8 quarters