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DFEVDFEV
16 quarters

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

AE Wealth Management LLC holds 275,843 shares of DFEV (DIMENSIONAL ETF TRUST), worth $11.8M as of 2026-Q2. The position was increased (+0.2% shares). DFEV represents 0.1% of AE Wealth Management LLC's portfolio.

Current Value

$11.8M

Current Shares

275,843

Total Value Change

+$10.8M

Total Shares Change

+226,625

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
275,843
+0.2%
$11.8M0.1%$42.67
28
2026-Q1
Increased
275,241
+1.4%
$9.8M0.1%$36.69
28
2025-Q4
Decreased
271,346
-5.8%
$9.2M0.1%$33.85
0
2025-Q3
Decreased
288,101
-4.4%
$9.2M0.1%$31.56
0
2025-Q2
Increased
301,362
+12.7%
$9M0.1%$29.30
31
2025-Q1
Increased
267,368
+9.3%
$7.2M0.1%$26.38
30
2024-Q4
Increased
244,593
+13.0%
$6.4M0.1%$25.49
31
2024-Q3
Increased
216,376
+10.4%
$6.2M0.1%$27.74
30
2024-Q2
Increased
195,928
+6.6%
$5.4M0.1%$26.12
29
2024-Q1
Decreased
183,794
-31.8%
$4.8M0.1%$24.48
0
2023-Q4
Increased
269,485
+12.0%
$6.6M0.0%$23.73
31
2023-Q3
Increased
240,680
+14.7%
$5.7M0.0%$22.16
31
2023-Q2
Increased
209,884
+17.4%
$5.1M0.0%$22.11
31
2023-Q1
Increased
178,759
+172.9%
$4.2M0.0%$21.24
43
2022-Q4
Increased
65,514
+33.1%
$1.5M0.0%$20.55
33
2022-Q3
New
49,218
-
$1M0.0%$18.48
35

Other major holders of DFEV: JONES FINANCIAL COMPANIES LLLP, FMR LLC, Savant Capital, LLC

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