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Position history for Allworth Financial LPAllworth Financial LP's holdings in DIMENSIONAL ETF TRUST

Allworth Financial LP holds 5,374 shares of DFAW (DIMENSIONAL ETF TRUST), worth $444,914 as of 2026-Q2. The position was decreased (-1.8% shares). DFAW represents 0.0% of Allworth Financial LP's portfolio.

Current Value

$444,914

Current Shares

5,374

Total Value Change

+$434,443

Total Shares Change

+5,209

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
5,374
-1.8%
$444,9140.0%$82.79
0
2026-Q1
Increased
5,475
+2090.0%
$403,9460.0%$76.95
38
2025-Q4
Unchanged
250
0.0%
$18,4950.0%$74.49
0
2025-Q3
Unchanged
250
0.0%
$17,9650.0%$71.15
0
2025-Q2
Unchanged
250
0.0%
$16,7700.0%$66.12
0
2025-Q1
Increased
250
+51.5%
$15,0500.0%$60.15
25
2024-Q4
Unchanged
165
0.0%
$10,6330.0%$61.49
0
2024-Q3
Unchanged
165
0.0%
$10,4710.0%$61.98
0

Other major holders of DFAW: Farther Finance Advisors, LLC, Focus Partners Wealth, JPMORGAN CHASE & CO

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