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DFSUDFSU
13 quarters

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

OSAIC HOLDINGS, INC. holds 66,613 shares of DFSU (DIMENSIONAL ETF TRUST), worth $3.1M as of 2026-Q2. The position was increased (+209.8% shares). DFSU represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$3.1M

Current Shares

66,613

Total Value Change

+$3M

Total Shares Change

+64,113

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
66,613
+209.8%
$3.1M0.0%$46.63
43
2026-Q1
Increased
21,501
+23.1%
$883,4580.0%$43.23
30
2025-Q4
Increased
17,471
+15.6%
$758,7500.0%$43.72
28
2025-Q3
Increased
15,118
+13.2%
$641,5380.0%$42.25
28
2025-Q2
Unchanged
13,353
0.0%
$524,1050.0%$38.97
0
2025-Q1
New
13,353
-
$478,1710.0%$35.44
33
2024-Q4
Exited
0
-100.0%
$00.0%$37.68
0
2024-Q3
Increased
18,010
+612.1%
$669,6110.0%$36.59
40
2024-Q2
Decreased
2,529
-40.1%
$88,1560.0%$34.34
0
2024-Q1
Increased
4,222
+0.1%
$145,2860.0%$33.81
22
2023-Q4
Increased
4,216
+0.4%
$131,2300.0%$30.54
22
2023-Q3
Increased
4,199
+68.0%
$116,5020.0%$27.11
32
2023-Q2
New
2,500
-
$71,7630.0%$27.67
29

Other major holders of DFSU: AE Wealth Management LLC, Focus Partners Wealth

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