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DFEVDFEV
16 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in DIMENSIONAL ETF TRUST

Steward Partners Investment Advisory, LLC holds 145,847 shares of DFEV (DIMENSIONAL ETF TRUST), worth $6.2M as of 2026-Q2. The position was increased (+30.8% shares). DFEV represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$6.2M

Current Shares

145,847

Total Value Change

+$6.2M

Total Shares Change

+144,697

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
145,847
+30.8%
$6.2M0.0%$42.26
34
2026-Q1
Increased
111,490
+6.2%
$4M0.0%$35.24
28
2025-Q4
Increased
105,014
+27.4%
$3.5M0.0%$33.20
33
2025-Q3
Decreased
82,403
-0.4%
$2.6M0.0%$31.20
0
2025-Q2
Increased
82,770
+29.7%
$2.5M0.0%$28.99
33
2025-Q1
Decreased
63,822
-13.8%
$1.7M0.0%$25.91
0
2024-Q4
Increased
74,017
+1.8%
$1.9M0.0%$25.05
26
2024-Q3
Decreased
72,740
-3.1%
$2.1M0.0%$26.98
0
2024-Q2
Increased
75,052
+9.1%
$2.1M0.0%$25.71
28
2024-Q1
Increased
68,814
+19.2%
$1.8M0.0%$24.09
30
2023-Q4
Increased
57,716
+9.8%
$1.5M0.0%$23.36
28
2023-Q3
Increased
52,555
+17.6%
$1.2M0.0%$21.80
30
2023-Q2
Increased
44,680
+9.3%
$1.1M0.0%$21.98
28
2023-Q1
Increased
40,895
+72.5%
$955,9900.0%$20.91
37
2022-Q4
Increased
23,710
+1961.7%
$536,0830.0%$20.22
39
2022-Q3
New
1,150
-
$24,0000.0%$18.20
26

Other major holders of DFEV: DIMENSIONAL FUND ADVISORS LP, JONES FINANCIAL COMPANIES LLLP, FMR LLC

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