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

Allworth Financial LP holds 25,730 shares of DFIP (DIMENSIONAL ETF TRUST), worth $1.1M as of 2026-Q2. The position was decreased (-1.3% shares). DFIP represents 0.0% of Allworth Financial LP's portfolio.

Current Value

$1.1M

Current Shares

25,730

Total Value Change

-$121,488

Total Shares Change

-2,250

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
25,730
-1.3%
$1.1M0.0%$40.50
0
2026-Q1
Decreased
26,065
-0.5%
$1.1M0.0%$40.17
0
2025-Q4
Increased
26,187
+1.2%
$1.1M0.0%$40.01
25
2025-Q3
Decreased
25,869
-1.3%
$1.1M0.0%$40.07
0
2025-Q2
Increased
26,199
+0.9%
$1.1M0.0%$39.20
25
2025-Q1
Increased
25,971
+0.7%
$1.1M0.0%$38.86
25
2024-Q4
Decreased
25,786
-7.8%
$1M0.0%$37.20
0
2024-Q3
Decreased
27,980
-8.7%
$1.2M0.0%$38.47
0

Other major holders of DFIP: Beacon Pointe Advisors, LLC, Savant Capital, LLC

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