Position history for Focus Partners Wealth's holdings in DIMENSIONAL ETF TRUST
Focus Partners Wealth holds 5.4M shares of DFSD (DIMENSIONAL ETF TRUST), worth $261.1M as of 2025-Q4. The position was increased (++16.2% shares). DFSD represents 0.3% of Focus Partners Wealth's portfolio.
Current Value
$261.1M
Current Shares
5.4M
Total Value Change
+$132.7M
Total Shares Change
+2.8M
Other major holders of DFSD: Savant Capital, LLC, OneDigital Investment Advisors LLC
Increased |
| 5.4M |
+16.2% |
| $261.1M |
| 0.3% |
| $48.02 |
43 |
| 2025-Q3 | Increased | 4.7M | +27.2% | $226M | 0.4% | $47.40 | 46 |
| 2025-Q2 | Increased | 3.7M | +1.5% | $176.8M | 0.4% | $46.68 | 37 |
| 2025-Q1 | Increased | 3.6M | +8.7% | $172.5M | 0.4% | $45.84 | 40 |
| 2024-Q4 | Increased | 3.3M | +24.1% | $156.6M | 0.4% | $45.01 | 44 |
| 2024-Q3 | New | 2.7M | - | $128.5M | 0.4% | $44.97 | 50 |