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DFAUDFAU
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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in DIMENSIONAL ETF TRUST

AE Wealth Management LLC holds 2.4M shares of DFAU (DIMENSIONAL ETF TRUST), worth $124.2M as of 2026-Q2. The position was increased (+2.9% shares). DFAU represents 0.6% of AE Wealth Management LLC's portfolio.

Current Value

$124.2M

Current Shares

2.4M

Total Value Change

+$51.3M

Total Shares Change

+565,407

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.4M
+2.9%
$124.2M0.6%$51.69
44
2026-Q1
Increased
2.3M
+3.5%
$105.4M0.6%$47.15
44
2025-Q4
Decreased
2.3M
-5.4%
$105.6M0.6%$47.16
0
2025-Q3
Decreased
2.4M
-5.0%
$109.2M0.7%$45.50
0
2025-Q2
Increased
2.5M
+13.7%
$106.4M0.8%$41.95
48
2025-Q1
Increased
2.2M
+9.6%
$84.9M0.7%$37.94
46
2024-Q4
Increased
2M
+9.7%
$81.6M0.7%$40.23
46
2024-Q3
Increased
1.8M
+8.7%
$72.9M0.7%$38.99
46

Other major holders of DFAU: Sequoia Financial Advisors, LLC

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