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DFEMDFEM
Showing 8 of 9 quarters

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

Allworth Financial LP holds 446,846 shares of DFEM (DIMENSIONAL ETF TRUST), worth $18.2M as of 2026-Q2. The position was decreased (-4.2% shares). DFEM represents 0.1% of Allworth Financial LP's portfolio.

Current Value

$18.2M

Current Shares

446,846

Total Value Change

+$17.9M

Total Shares Change

+437,419

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
446,846
-4.2%
$18.2M0.1%$40.35
0
2026-Q1
Increased
466,637
+37.3%
$16.1M0.1%$34.11
37
2025-Q4
Increased
339,821
+13.5%
$11.2M0.0%$32.62
32
2025-Q3
Increased
299,488
+24.7%
$9.6M0.0%$31.42
34
2025-Q2
Decreased
240,110
-25.5%
$7.1M0.0%$28.85
0
2025-Q1
Increased
322,149
+16.8%
$8.6M0.0%$25.50
32
2024-Q4
Increased
275,724
+2824.8%
$7.2M0.0%$25.18
44
2024-Q3
Increased
9,427
+0.1%
$265,3580.0%$26.89
23

Other major holders of DFEM: DIMENSIONAL FUND ADVISORS LP, Focus Partners Wealth, Corient Private Wealth LP

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