Tradewinds Capital Management, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
Tradewinds Capital Management, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q1 2022$220,000
-14.4%
7,977
-9.9%
0.04%
-7.7%
Q4 2021$257,000
+1.6%
8,855
-7.0%
0.04%
-9.3%
Q3 2021$253,000
-9.3%
9,522
-8.0%
0.04%
-15.7%
Q2 2021$279,00010,3470.05%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2021
NameSharesValueWeighting ↓
Rockwood Wealth Management, LLC 5,328,872$146,970,28070.41%
Steward Financial Group LLC 2,696,496$74,369,00066.27%
SJS Investment Consulting Inc. 7,188,611$198,262,00060.64%
Greenspring Advisors, LLC 6,739,977$185,888,00049.34%
WorthPointe, LLC 2,139,600$59,010,00047.40%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 1,779,755$51,559,00046.19%
ShankerValleau Wealth Advisors, Inc. 2,379,201$65,618,00039.33%
Shearwater Capital LLC 1,510,453$41,678,00038.40%
Forum Financial Management, LP 28,186,840$777,393,00037.51%
Austin Asset Management Co Inc 4,249,269$117,195,00037.21%
View complete list of DIMENSIONAL ETF TRUST shareholders