Back to Allworth Financial LP Allworth Financial LP

DFUVDFUV
17 quarters

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

Allworth Financial LP holds 704,814 shares of DFUV (DIMENSIONAL ETF TRUST), worth $38.8M as of 2026-Q2. The position was decreased (-36.2% shares). DFUV represents 0.2% of Allworth Financial LP's portfolio.

Current Value

$38.8M

Current Shares

704,814

Total Value Change

+$24.2M

Total Shares Change

+245,255

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
704,814
-36.2%
$38.8M0.2%$55.01
0
2026-Q1
Increased
1.1M
+54.0%
$53.5M0.2%$49.86
49
2025-Q4
Decreased
716,744
-1.2%
$33.4M0.1%$46.93
0
2025-Q3
Decreased
725,131
-0.1%
$32.4M0.1%$44.45
0
2025-Q2
Decreased
726,137
-0.3%
$30.7M0.1%$41.82
0
2025-Q1
Decreased
728,180
-1.8%
$28.6M0.2%$40.39
0
2024-Q4
Increased
741,670
+65.2%
$31.8M0.2%$40.11
50
2024-Q3
Increased
448,914
+8.1%
$18.7M0.1%$40.73
37
2024-Q2
Increased
415,140
+1.2%
$16.8M0.1%$38.30
34
2024-Q1
Increased
410,227
+1.2%
$16.8M0.1%$39.71
34
2023-Q4
Decreased
405,201
-1.1%
$15.1M0.1%$36.00
0
2023-Q3
Decreased
409,700
-3.2%
$13.9M0.1%$32.78
0
2023-Q2
Decreased
423,156
-6.6%
$14.6M0.1%$32.83
0
2023-Q1
Decreased
453,141
-1.6%
$15.2M0.2%$31.57
0
2022-Q4
Increased
460,342
+0.4%
$15.4M0.2%$31.79
34
2022-Q3
Decreased
458,440
-0.2%
$13.6M0.2%$28.34
0
2022-Q2
New
459,559
-
$14.5M0.2%$29.70
46

Other major holders of DFUV: MERCER GLOBAL ADVISORS INC /ADV

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