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DFNMDFNM
Showing 8 of 17 quarters

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

Allworth Financial LP holds 237,528 shares of DFNM (DIMENSIONAL ETF TRUST), worth $11.5M as of 2026-Q2. The position was increased (+4.4% shares). DFNM represents 0.0% of Allworth Financial LP's portfolio.

Current Value

$11.5M

Current Shares

237,528

Total Value Change

+$6.9M

Total Shares Change

+142,292

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
237,528
+4.4%
$11.5M0.0%$48.11
29
2026-Q1
Increased
227,614
+74.6%
$10.9M0.0%$47.37
42
2025-Q4
Increased
130,352
+60.5%
$6.3M0.0%$47.33
39
2025-Q3
Increased
81,219
+32.2%
$3.9M0.0%$46.71
34
2025-Q2
Decreased
61,424
-16.1%
$2.9M0.0%$45.84
0
2025-Q1
Decreased
73,211
-16.8%
$3.4M0.0%$45.63
0
2024-Q4
Decreased
87,999
-7.6%
$4.2M0.0%$45.57
0
2024-Q3
Decreased
95,236
-1.1%
$4.6M0.0%$45.87
0

Other major holders of DFNM: Focus Partners Wealth

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