EVERGREEN CAPITAL MANAGEMENT LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 10 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$7,610,492
-2.0%
337,195
+1.8%
0.33%
+3.1%
Q2 2023$7,769,131
+16.9%
331,165
+14.7%
0.32%
+8.4%
Q1 2023$6,646,220
+33.2%
288,715
+27.0%
0.30%
+27.2%
Q4 2022$4,988,247
+33.3%
227,255
+22.0%
0.24%
+20.5%
Q3 2022$3,741,000
+132.4%
186,200
+167.9%
0.20%
+132.1%
Q2 2022$1,610,00069,5000.08%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Chico Wealth RIA 332,538$7,505,3838.98%
Aquire Wealth Advisors, LLC 910,866$20,558,2468.57%
CPA Asset Management LLC 527,732$11,910,9128.35%
Envision Financial Planning, LLC 366,535$8,272,6988.19%
Morling Financial Advisors, LLC 342,761$7,736,1167.67%
Cable Hill Partners, LLC 2,437,965$55,024,7837.43%
Root Financial Partners, LLC 593,324$13,391,3247.09%
RAM Investment Partners, LLC 741,886$16,744,3687.08%
Plan Group Financial, LLC 428,832$9,678,7486.97%
Avondale Wealth Management 343,360$7,749,6396.80%
View complete list of DIMENSIONAL ETF TRUST shareholders