ProVise Management Group, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 534 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 3.4%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$1,003,276
-6.7%
38,292
-3.4%
0.09%
-5.1%
Q2 2023$1,075,760
+7.4%
39,623
+0.8%
0.10%
+2.1%
Q1 2023$1,001,536
+3.7%
39,306
-1.2%
0.10%
-2.0%
Q4 2022$965,799
+9.6%
39,777
+0.5%
0.10%0.0%
Q3 2022$881,000
-9.9%
39,596
-5.6%
0.10%
-5.8%
Q2 2022$978,000
-17.4%
41,962
-2.2%
0.10%
-7.1%
Q1 2022$1,184,000
-4.6%
42,926
+0.2%
0.11%0.0%
Q4 2021$1,241,000
+9.4%
42,840
+0.4%
0.11%0.0%
Q3 2021$1,134,000
-1.3%
42,683
+0.3%
0.11%
-4.3%
Q2 2021$1,149,00042,5750.12%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
RAM Investment Partners, LLC 2,197,499$64,232,91022.40%
CHERRYDALE WEALTH MANAGEMENT, LLC 1,108,274$32,394,84716.90%
Paragon Wealth Strategies, LLC 1,448,051$42,326,53111.65%
Apella Capital, LLC 6,305,271$180,519,89510.06%
Versant Capital Management, Inc 696,585$20,361,1766.07%
Pure Financial Advisors, LLC 5,003,393$146,249,1865.04%
Valued Wealth Advisors LLC 202,724$5,311,3804.91%
McLean Asset Management Corp 262,687$7,528,6212.82%
Symmetry Partners, LLC 700,742$20,5001.11%
CGN Advisors LLC 239,910$7,012,5560.97%
View complete list of DIMENSIONAL ETF TRUST shareholders