Modera Wealth Management, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 294 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$146,152,570
+2.3%
4,879,885
+5.9%
2.76%
+6.2%
Q2 2023$142,855,300
+7773.6%
4,609,723
+7209.6%
2.59%
+3605.7%
Q1 2023$1,814,358
+258.2%
63,064
+236.4%
0.07%
+233.3%
Q4 2022$506,569
+65.5%
18,748
+54.2%
0.02%
+31.2%
Q3 2022$306,000
-4.7%
12,1550.0%0.02%
+6.7%
Q2 2022$321,000
-46.8%
12,155
-36.5%
0.02%
-44.4%
Q1 2022$603,000
-13.6%
19,137
-9.6%
0.03%0.0%
Q4 2021$698,00021,1660.03%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Retirement Solution Inc. 3,423,918$90,494,00049.10%
Aquire Wealth Advisors, LLC 1,423,581$37,625,00021.96%
Meridian Wealth Partners, LLC 2,556,761$67,575,00016.04%
Ullmann Wealth Partners Group, LLC 2,086,827$55,155,00014.94%
Spinnaker Investment Group, LLC 850,480$22,478,0009.16%
FirstPurpose Wealth LLC 501,392$13,252,0008.91%
Northland Capital Management LLC 321,540$8,498,0007.81%
AWM CAPITAL, LLC 580,671$15,347,0007.52%
Highland Financial Advisors, LLC 364,799$9,642,0006.61%
Morling Financial Advisors, LLC 174,561$4,614,0006.02%
View complete list of DIMENSIONAL ETF TRUST shareholders