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DFAXDFAX
20 quarters

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

Allworth Financial LP holds 6.6M shares of DFAX (DIMENSIONAL ETF TRUST), worth $242.9M as of 2026-Q2. The position was decreased (-9.2% shares). DFAX represents 1.0% of Allworth Financial LP's portfolio.

Current Value

$242.9M

Current Shares

6.6M

Total Value Change

+$217M

Total Shares Change

+5.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
6.6M
-9.2%
$242.9M1.0%$36.63
0
2026-Q1
Increased
7.3M
+9.8%
$246.6M1.0%$33.43
48
2025-Q4
Decreased
6.6M
-3.7%
$216.4M0.9%$32.15
0
2025-Q3
Increased
6.9M
+9.3%
$215.3M0.9%$30.61
47
2025-Q2
Increased
6.3M
+21.4%
$184.5M0.9%$28.48
51
2025-Q1
Increased
5.2M
+9.1%
$138.1M0.8%$25.09
47
2024-Q4
Increased
4.7M
+3.5%
$120.4M0.7%$23.74
44
2024-Q3
Increased
4.6M
+24.7%
$123.8M0.8%$25.56
52
2024-Q2
Decreased
3.7M
-0.1%
$94.8M0.6%$23.89
0
2024-Q1
Decreased
3.7M
-0.5%
$93.7M0.7%$23.63
0
2023-Q4
Increased
3.7M
+1.8%
$90.3M0.7%$22.66
43
2023-Q3
Increased
3.6M
+7.7%
$81.9M0.7%$20.74
45
2023-Q2
Increased
3.4M
+9.1%
$78.7M0.7%$21.28
46
2023-Q1
Increased
3.1M
+9.1%
$71.3M0.7%$20.78
46
2022-Q4
Increased
2.8M
+10.7%
$61.2M0.7%$19.43
46
2022-Q3
Increased
2.6M
+16.9%
$48.4M0.6%$16.84
48
2022-Q2
Increased
2.2M
+40.1%
$47M0.6%$18.91
55
2022-Q1
Increased
1.6M
+7.1%
$39M0.5%$21.72
37
2021-Q4
Increased
1.5M
+45.5%
$38.1M0.5%$22.71
56
2021-Q3
New
1M
-
$26M0.4%$22.30
47

Other major holders of DFAX: Focus Partners Wealth, LPL Financial LLC

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