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Position history for WAWaverly Advisors, LLC's holdings in DIMENSIONAL ETF TRUST

Waverly Advisors, LLC holds 178,657 shares of DFEV (DIMENSIONAL ETF TRUST), worth $7.6M as of 2026-Q2. The position was decreased (-4.6% shares). DFEV represents 0.0% of Waverly Advisors, LLC's portfolio.

Current Value

$7.6M

Current Shares

178,657

Total Value Change

+$1.7M

Total Shares Change

-28,272

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
178,657
-4.6%
$7.6M0.0%$42.67
0
2026-Q1
Decreased
187,324
-2.4%
$6.7M0.1%$36.69
0
2025-Q4
Increased
191,982
+0.4%
$6.5M0.1%$33.85
27
2025-Q3
Increased
191,177
+3.4%
$6.1M0.1%$31.56
28
2025-Q2
Decreased
184,984
-6.7%
$5.5M0.1%$29.30
0
2025-Q1
Decreased
198,255
-0.4%
$5.4M0.1%$26.38
0
2024-Q4
Decreased
199,104
-3.8%
$5.2M0.1%$25.49
0
2024-Q3
Decreased
206,929
-1.6%
$5.9M0.1%$27.74
0

Other major holders of DFEV: JONES FINANCIAL COMPANIES LLLP, FMR LLC, Savant Capital, LLC

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