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DFSD
7 quarters

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

Focus Partners Wealth holds 6.1M shares of DFSD (DIMENSIONAL ETF TRUST), worth $293.1M as of 2026-Q1. The position was increased (+12.4% shares). DFSD represents 0.3% of Focus Partners Wealth's portfolio.

Current Value

$293.1M

Current Shares

6.1M

Total Value Change

+$164.7M

Total Shares Change

+3.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
6.1M
+12.4%
$293.1M0.3%$48.36
41
2025-Q4
Increased
5.4M
+16.2%
$261.1M0.3%$48.02
43
2025-Q3
Increased
4.7M
+27.2%
$226M0.4%$47.40
46
2025-Q2
Increased
3.7M
+1.5%
$176.8M0.4%$46.68
37
2025-Q1
Increased
3.6M
+8.7%
$172.5M0.4%$45.84
40
2024-Q4
Increased
3.3M
+24.1%
$156.6M0.4%$45.01
44
2024-Q3
New
2.7M
-
$128.5M0.4%$44.97
50

Other major holders of DFSD: Savant Capital, LLC, OneDigital Investment Advisors LLC

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