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DFGR
7 quarters

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

Wealthspire Advisors, LLC holds 2.8M shares of DFGR (DIMENSIONAL ETF TRUST), worth $73.2M as of 2026-Q1. The position was increased (+0.5% shares). DFGR represents 0.6% of Wealthspire Advisors, LLC's portfolio.

Current Value

$73.2M

Current Shares

2.8M

Total Value Change

+$10.6M

Total Shares Change

+583,693

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.8M
+0.5%
$73.2M0.6%$28.45
42
2025-Q4
Increased
2.7M
+8.0%
$72.5M0.6%$26.61
45
2025-Q3
Increased
2.5M
+3.0%
$69.3M0.4%$26.53
36
2025-Q2
Increased
2.5M
+0.7%
$66.1M0.4%$25.87
35
2025-Q1
Increased
2.4M
+1.8%
$64.3M0.4%$25.12
36
2024-Q4
Increased
2.4M
+10.8%
$61.4M0.6%$24.42
46
2024-Q3
New
2.2M
-
$62.7M0.6%$27.05
58

Other major holders of DFGR: Savant Capital, LLC

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