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DFSDDFSD
13 quarters

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

Waverly Advisors, LLC holds 276,647 shares of DFSD (DIMENSIONAL ETF TRUST), worth $13.2M as of 2026-Q2. The position was increased (+1.4% shares). DFSD represents 0.1% of Waverly Advisors, LLC's portfolio.

Current Value

$13.2M

Current Shares

276,647

Total Value Change

-$10.7M

Total Shares Change

-238,502

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
276,647
+1.4%
$13.2M0.1%$47.42
28
2026-Q1
Decreased
272,865
-1.7%
$13.1M0.1%$47.02
0
2025-Q4
Decreased
277,604
-0.8%
$13.3M0.1%$46.94
0
2025-Q3
Decreased
279,963
-3.7%
$13.5M0.1%$46.42
0
2025-Q2
Decreased
290,834
-4.4%
$14M0.2%$45.73
0
2025-Q1
Decreased
304,093
-0.9%
$14.5M0.2%$44.87
0
2024-Q4
Decreased
306,895
-4.5%
$14.4M0.2%$44.04
0
2024-Q3
Decreased
321,220
-4.5%
$15.3M0.3%$43.99
0
2024-Q2
Decreased
336,518
-12.4%
$15.8M0.3%$42.85
0
2024-Q1
Decreased
384,215
-6.9%
$18.1M0.4%$42.40
0
2023-Q4
Decreased
412,765
-21.4%
$19.4M0.7%$42.10
0
2023-Q3
Increased
525,451
+2.0%
$24.4M1.1%$40.81
46
2023-Q2
New
515,149
-
$23.9M1.0%$40.47
65

Other major holders of DFSD: Focus Partners Wealth

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