Position history for AE Wealth Management LLC's holdings in DIMENSIONAL ETF TRUST
AE Wealth Management LLC holds 564,672 shares of DFGP (DIMENSIONAL ETF TRUST), worth $30.5M as of 2025-Q4. The position was decreased (-0.2% shares). DFGP represents 0.2% of AE Wealth Management LLC's portfolio.
Current Value
$30.5M
Current Shares
564,672
Total Value Change
+$8.1M
Total Shares Change
+140,368
Other major holders of DFGP: Beacon Pointe Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/
Decreased |
| 564,672 |
-0.2% |
| $30.5M |
| 0.2% |
| $54.20 |
0 |
| 2025-Q3 | Decreased | 565,628 | -10.1% | $31.4M | 0.2% | $53.82 | 0 |
| 2025-Q2 | Increased | 629,014 | +15.6% | $34.3M | 0.3% | $52.62 | 40 |
| 2025-Q1 | Increased | 543,953 | +6.2% | $29.1M | 0.2% | $51.64 | 37 |
| 2024-Q4 | Increased | 512,313 | +9.0% | $27.1M | 0.2% | $51.12 | 37 |
| 2024-Q3 | Increased | 469,851 | +10.7% | $25.9M | 0.2% | $51.79 | 38 |
| 2024-Q2 | New | 424,304 | - | $22.4M | 0.2% | $49.47 | 47 |