DFPG INVESTMENTS, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 582 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
DFPG INVESTMENTS, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q4 2023$1,270,648
-10.2%
24,998
-22.4%
0.10%
-25.0%
Q3 2023$1,415,586
-17.5%
32,209
-8.1%
0.13%
-14.8%
Q2 2023$1,715,649
+162.8%
35,049
+138.9%
0.16%
+121.4%
Q1 2023$652,72614,6680.07%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
FMFE Wealth Management, LLC 535,869$27,795,53725.82%
GREAT OAK CAPITAL PARTNERS, LLC 1,183,352$61,995,78623.33%
BAYSHORE ASSET MANAGEMENT, LLC 886,486$45,982,03223.12%
Trust Co of the South 1,840,582$95,471,00422.61%
Index Fund Advisors, Inc. 7,507,263$389,401,74522.02%
JACKSON THORNTON ASSET MANAGEMENT, LLC 2,730,642$141,638,36621.68%
Team Hewins, LLC 996,747$51,701,29021.48%
KRAFT ASSET MANAGEMENT, LLC 474,479$24,611,20220.69%
Efficient Frontier Advisors LLC 498,684$25,86718.23%
Meritas Wealth Management, LLC 464,688$24,103,34317.00%
View complete list of DIMENSIONAL ETF TRUST shareholders