EVERMAY WEALTH MANAGEMENT LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 211 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$1,093,775
+36.6%
41,891
+43.0%
0.22%
+44.8%
Q2 2023$800,476
+152.1%
29,300
+148.7%
0.15%
+140.6%
Q1 2023$317,498
-3.0%
11,781
-9.9%
0.06%
-4.5%
Q4 2022$327,398
+396.1%
13,075
+325.5%
0.07%
+415.4%
Q3 2022$66,000
-23.3%
3,073
-13.4%
0.01%
-23.5%
Q2 2022$86,000
-24.6%
3,548
-12.7%
0.02%
-10.5%
Q1 2022$114,000
-2.6%
4,065
+2.8%
0.02%
-9.5%
Q4 2021$117,000
+39.3%
3,955
+35.9%
0.02%
+31.2%
Q3 2021$84,000
+7.7%
2,910
+9.2%
0.02%
+14.3%
Q2 2021$78,0002,6650.01%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
Moisand Fitzgerald Tamayo, LLC 1,693,816$50,086,00014.10%
Crown Wealth Group, LLC 357,190$10,562,0009.80%
Northland Capital Management LLC 381,636$11,285,0009.62%
Spinnaker Investment Group, LLC 810,479$23,823,0008.36%
Midwest Heritage Bank, FSB 284,215$8,404,0008.16%
Relaxing Retirement Coach 476,719$14,098,0008.11%
COWA, LLC 376,030$11,146,0005.61%
Waypoint Wealth Partners Inc. 432,300$12,783,0004.38%
Aquire Wealth Advisors, LLC 247,536$7,320,0003.83%
OKABENA INVESTMENT SERVICES INC 339,240$10,031,0003.81%
View complete list of DIMENSIONAL ETF TRUST shareholders