Back to NewEdge Wealth, LLC NewEdge Wealth, LLC

DFSEDFSE
4 quarters

Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in DIMENSIONAL ETF TRUST

NewEdge Wealth, LLC holds 15,513 shares of DFSE (DIMENSIONAL ETF TRUST), worth $758,268 as of 2026-Q2. DFSE represents 0.0% of NewEdge Wealth, LLC's portfolio.

Current Value

$758,268

Current Shares

15,513

Total Value Change

+$355,114

Total Shares Change

+5,882

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
15,513
0.0%
$758,2680.0%$48.88
0
2026-Q1
Increased
15,513
+4.3%
$657,2810.0%$43.60
26
2025-Q4
Increased
14,869
+54.4%
$616,7660.0%$41.59
34
2025-Q3
New
9,631
-
$403,1540.0%$40.60
33

Other major holders of DFSE: Pathstone Holdings, LLC, Focus Partners Wealth

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used