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DFAIDFAI
Showing 8 of 18 quarters

Position history for Aptus Capital Advisors, LLCAptus Capital Advisors, LLC's holdings in DIMENSIONAL ETF TRUST

Yes. Aptus Capital Advisors holds 1,437,130 shares of DFAI, worth $59.3M, as of its Q2 2026 13F filing. It increased the position by 643,351 shares (+81.1%) from Q1 2026. Aptus Capital Advisors has held DFAI since Q1 2022, across 18 quarterly 13F filings. DFAI is 0.4% of Aptus Capital Advisors' reported 13F portfolio.

Current Value

$59.3M

Current Shares

1.4M

Total Value Change

+$35.1M

Total Shares Change

+675,731

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+81.0%
$59.3M0.4%$41.07
54
2026-Q1
Increased
793,779
+1.2%
$30.9M0.2%$38.36
35
2025-Q4
Decreased
784,645
-0.4%
$29.9M0.2%$37.42
0
2025-Q3
Increased
787,708
+1.4%
$28.6M0.2%$35.45
35
2025-Q2
Decreased
776,956
-1.5%
$26.9M0.2%$33.59
0
2025-Q1
Increased
789,001
+0.8%
$24.6M0.3%$29.95
34
2024-Q4
Increased
782,425
+2.8%
$22.8M0.2%$27.92
35
2024-Q3
Increased
761,399
+5.1%
$24.2M0.4%$30.15
36

Other major holders of DFAI: ENVESTNET ASSET MANAGEMENT INC, First Command Advisory Services, Inc., PRUDENTIAL FINANCIAL INC

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