Position history for NewEdge Advisors, LLC's holdings in DIMENSIONAL ETF TRUST
NewEdge Advisors, LLC holds 692,162 shares of DFAI (DIMENSIONAL ETF TRUST), worth $23.7M as of 2026-Q1. The position was decreased (-35.2% shares). DFAI represents 1.1% of NewEdge Advisors, LLC's portfolio.
Current Value
$23.7M
Current Shares
692,162
Total Value Change
-$1.2M
Total Shares Change
-148,356
Other major holders of DFAI: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC, PRUDENTIAL FINANCIAL INC, First Command Advisory Services, Inc.
Decreased |
| 692,162 |
-35.2% |
| $23.7M |
| 1.1% |
| $40.34 |
0 |
| 2025-Q4 | Increased | 1.1M | +2.9% | $40.7M | 0.1% | $38.30 | 36 |
| 2025-Q3 | Increased | 1M | +39.4% | $37.7M | 0.2% | $35.95 | 46 |
| 2025-Q2 | Increased | 744,209 | +60.4% | $25.7M | 0.1% | $34.12 | 49 |
| 2025-Q1 | Decreased | 463,844 | -29.2% | $14.5M | 0.1% | $30.77 | 0 |
| 2024-Q4 | Decreased | 655,328 | -12.9% | $19.1M | 0.1% | $28.41 | 0 |
| 2024-Q3 | Decreased | 752,178 | -10.5% | $23.9M | 0.2% | $30.80 | 0 |
| 2024-Q2 | Increased | 840,518 | +15.3% | $24.9M | 0.2% | $28.55 | 39 |