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DFGPDFGP
10 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in DIMENSIONAL ETF TRUST

OSAIC HOLDINGS, INC. holds 82,717 shares of DFGP (DIMENSIONAL ETF TRUST), worth $4.5M as of 2026-Q2. The position was increased (+16.2% shares). DFGP represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$4.5M

Current Shares

82,717

Total Value Change

+$4.5M

Total Shares Change

+82,426

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
82,717
+16.2%
$4.5M0.0%$53.88
31
2026-Q1
Increased
71,209
+8.7%
$3.8M0.0%$52.81
29
2025-Q4
Increased
65,525
+43.5%
$3.5M0.0%$52.89
36
2025-Q3
Increased
45,646
+186.7%
$2.5M0.0%$52.63
42
2025-Q2
Increased
15,921
+59.4%
$867,5510.0%$51.60
36
2025-Q1
Decreased
9,991
-1.3%
$533,8180.0%$50.56
0
2024-Q4
Increased
10,127
+393.0%
$535,0080.0%$49.95
39
2024-Q3
Increased
2,054
+381.0%
$113,1760.0%$50.64
35
2024-Q2
Increased
427
+46.7%
$22,5920.0%$48.38
26
2024-Q1
New
291
-
$15,5330.0%$48.46
28

Other major holders of DFGP: Beacon Pointe Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC

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