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Showing 8 of 15 quarters

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

OSAIC HOLDINGS, INC. holds 199,311 shares of DFGR (DIMENSIONAL ETF TRUST), worth $5.8M as of 2026-Q2. The position was increased (+35.5% shares). DFGR represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$5.8M

Current Shares

199,311

Total Value Change

+$3.7M

Total Shares Change

+126,269

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
199,311
+35.5%
$5.8M0.0%$28.97
35
2026-Q1
Decreased
147,038
-4.3%
$3.9M0.0%$28.45
0
2025-Q4
Increased
153,723
+11.1%
$4.1M0.0%$26.61
30
2025-Q3
Increased
138,326
+13.5%
$3.8M0.0%$26.53
30
2025-Q2
Increased
121,867
+29.6%
$3.3M0.0%$25.87
33
2025-Q1
Increased
94,038
+18.1%
$2.5M0.0%$25.12
31
2024-Q4
Increased
79,628
+9.0%
$2M0.0%$24.42
28
2024-Q3
Increased
73,042
+11.6%
$2.1M0.0%$27.05
29

Other major holders of DFGR: Savant Capital, LLC

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