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DFIPDFIP
13 quarters

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

NewEdge Advisors, LLC holds 10,800 shares of DFIP (DIMENSIONAL ETF TRUST), worth $445,557 as of 2026-Q2. The position was increased (+885.4% shares). DFIP represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$445,557

Current Shares

10,800

Total Value Change

+$433,779

Total Shares Change

+10,525

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
10,800
+885.4%
$445,5570.0%$40.50
39
2026-Q1
Increased
1,096
+14.6%
$45,7210.0%$40.17
23
2025-Q4
Increased
956
+0.7%
$39,7210.0%$40.01
20
2025-Q3
Increased
949
+6.0%
$40,0850.0%$40.07
21
2025-Q2
Decreased
895
-97.2%
$37,4130.0%$39.20
0
2025-Q1
Increased
31,474
+14.2%
$1.3M0.0%$38.86
29
2024-Q4
Increased
27,572
+5.5%
$1.1M0.0%$37.20
27
2024-Q3
Decreased
26,146
-32.6%
$1.1M0.0%$38.47
0
2024-Q2
Increased
38,809
+4.4%
$1.6M0.0%$36.86
27
2024-Q1
Increased
37,175
+0.9%
$1.5M0.0%$36.54
26
2023-Q4
New
36,851
-
$1.5M0.0%$36.57
35
2023-Q2
Exited
0
-100.0%
$00.0%$35.81
0
2023-Q1
New
275
-
$11,7780.0%$36.56
24

Other major holders of DFIP: Beacon Pointe Advisors, LLC, Savant Capital, LLC

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