Position history for AE Wealth Management LLC's holdings in DIMENSIONAL ETF TRUST
AE Wealth Management LLC holds 2.3M shares of DFAU (DIMENSIONAL ETF TRUST), worth $105.6M as of 2025-Q4. The position was decreased (-5.4% shares). DFAU represents 0.6% of AE Wealth Management LLC's portfolio.
Current Value
$105.6M
Current Shares
2.3M
Total Value Change
+$42.3M
Total Shares Change
+567,869
Other major holders of DFAU: Kestra Advisory Services, LLC, Sequoia Financial Advisors, LLC
Decreased |
| 2.3M |
-5.4% |
| $105.6M |
| 0.6% |
| $47.16 |
0 |
| 2025-Q3 | Decreased | 2.4M | -5.0% | $109.2M | 0.7% | $45.50 | 0 |
| 2025-Q2 | Increased | 2.5M | +13.7% | $106.4M | 0.8% | $41.95 | 48 |
| 2025-Q1 | Increased | 2.2M | +9.6% | $84.9M | 0.7% | $37.94 | 46 |
| 2024-Q4 | Increased | 2M | +9.7% | $81.6M | 0.7% | $40.23 | 46 |
| 2024-Q3 | Increased | 1.8M | +8.7% | $72.9M | 0.7% | $38.99 | 46 |
| 2024-Q2 | Increased | 1.7M | +5.6% | $63.3M | 0.6% | $36.87 | 44 |