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DFSEDFSE
Showing 8 of 11 quarters

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

NewEdge Advisors, LLC holds 10,868 shares of DFSE (DIMENSIONAL ETF TRUST), worth $531,222 as of 2026-Q2. The position was decreased (-7.5% shares). DFSE represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$531,222

Current Shares

10,868

Total Value Change

+$137,599

Total Shares Change

-245

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
10,868
-7.5%
$531,2220.0%$48.88
0
2026-Q1
Unchanged
11,755
0.0%
$498,0560.0%$43.60
0
2025-Q4
Decreased
11,755
-2.6%
$487,5970.0%$41.59
0
2025-Q3
Increased
12,073
+0.0%
$496,0770.0%$40.60
24
2025-Q2
Increased
12,071
+0.0%
$459,4070.0%$37.11
24
2025-Q1
Unchanged
12,068
0.0%
$406,4600.0%$33.18
0
2024-Q4
Increased
12,068
+8.6%
$399,8170.0%$32.41
26
2024-Q3
Increased
11,113
+0.0%
$393,6230.0%$35.02
24

Other major holders of DFSE: Pathstone Holdings, LLC, Focus Partners Wealth

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