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DFSIDFSI
Showing 8 of 11 quarters

Position history for OneDigital Investment Advisors LLCOneDigital Investment Advisors LLC's holdings in DIMENSIONAL ETF TRUST

OneDigital Investment Advisors LLC holds 120,549 shares of DFSI (DIMENSIONAL ETF TRUST), worth $5.4M as of 2026-Q2. The position was increased (+7.9% shares). DFSI represents 0.0% of OneDigital Investment Advisors LLC's portfolio.

Current Value

$5.4M

Current Shares

120,549

Total Value Change

+$1.9M

Total Shares Change

+20,465

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
120,549
+7.9%
$5.4M0.0%$45.10
29
2026-Q1
Decreased
111,707
-0.5%
$4.7M0.0%$44.28
0
2025-Q4
Decreased
112,314
-1.5%
$4.8M0.0%$43.10
0
2025-Q3
Decreased
114,029
-1.1%
$4.7M0.0%$40.63
0
2025-Q2
Decreased
115,256
-4.9%
$4.5M0.1%$38.96
0
2025-Q1
Increased
121,194
+6.6%
$4.2M0.1%$34.46
29
2024-Q4
Increased
113,702
+13.6%
$3.7M0.0%$32.08
30
2024-Q3
Increased
100,084
+18.8%
$3.6M0.0%$34.74
31

Other major holders of DFSI: DIMENSIONAL FUND ADVISORS LP, Focus Partners Wealth

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