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DFSIDFSI
Showing 8 of 11 quarters

Position history for Pathstone Holdings, LLCPathstone Holdings, LLC's holdings in DIMENSIONAL ETF TRUST

Pathstone Holdings, LLC holds 984,898 shares of DFSI (DIMENSIONAL ETF TRUST), worth $44.4M as of 2026-Q2. The position was increased (+23.9% shares). DFSI represents 0.1% of Pathstone Holdings, LLC's portfolio.

Current Value

$44.4M

Current Shares

984,898

Total Value Change

+$37.7M

Total Shares Change

+796,024

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
984,898
+23.9%
$44.4M0.1%$45.10
42
2026-Q1
Increased
795,001
+9.6%
$33.7M0.1%$44.28
38
2025-Q4
Increased
725,730
+46.2%
$31.1M0.1%$43.10
47
2025-Q3
Increased
496,327
+33.6%
$20.3M0.1%$40.63
37
2025-Q2
Increased
371,380
+35.5%
$14.6M0.1%$38.96
36
2025-Q1
Increased
274,128
+0.1%
$9.6M0.0%$34.46
28
2024-Q4
Increased
273,821
+45.0%
$9.1M0.0%$32.08
37
2024-Q3
Increased
188,874
+26.6%
$6.7M0.0%$34.74
34

Other major holders of DFSI: Focus Partners Wealth

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