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DFNMDFNM
Showing 8 of 18 quarters

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

OSAIC HOLDINGS, INC. holds 230,567 shares of DFNM (DIMENSIONAL ETF TRUST), worth $11.1M as of 2026-Q2. The position was increased (+273.2% shares). DFNM represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$11.1M

Current Shares

230,567

Total Value Change

+$8.3M

Total Shares Change

+172,916

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
230,567
+273.2%
$11.1M0.0%$48.11
45
2026-Q1
Decreased
61,782
-58.8%
$3M0.0%$47.37
0
2025-Q4
Increased
150,047
+8.3%
$7.2M0.0%$47.33
30
2025-Q3
Increased
138,601
+3.8%
$6.6M0.0%$46.71
28
2025-Q2
Increased
133,499
+1.8%
$6.3M0.0%$45.84
28
2025-Q1
Increased
131,175
+87.6%
$6.2M0.0%$45.63
43
2024-Q4
Increased
69,922
+21.3%
$3.3M0.0%$45.57
32
2024-Q3
Increased
57,651
+13.7%
$2.8M0.0%$45.87
30

Other major holders of DFNM: Focus Partners Wealth

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