WMS Partners, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 326 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
WMS Partners, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$478,169
-4.0%
21,186
-0.2%
0.04%
-2.6%
Q2 2023$498,127
+17.6%
21,233
+15.4%
0.04%
+5.4%
Q1 2023$423,568
-0.9%
18,400
-5.5%
0.04%
-11.9%
Q4 2022$427,27919,4660.04%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 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