NorthRock Partners, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 400 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
NorthRock Partners, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q4 2022$250,241
+12.7%
5,6940.0%0.03%
+7.7%
Q3 2022$222,000
-3.1%
5,6940.0%0.03%
+8.3%
Q2 2022$229,000
-13.6%
5,6940.0%0.02%0.0%
Q1 2022$265,000
-2.2%
5,6940.0%0.02%
+20.0%
Q4 2021$271,000
-10.0%
5,694
-15.9%
0.02%
-20.0%
Q3 2021$301,000
-0.7%
6,769
+0.2%
0.02%0.0%
Q2 2021$303,0006,7530.02%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
Abacus Wealth Partners, LLC 1,804,740$80,130,46129.51%
Hill Investment Group Partners, LLC 777,467$34,519,51922.32%
Willow Creek Wealth Management Inc. 1,525,204$67,719,00015.00%
Merriman Wealth Management, LLC 3,130,842$139,009,00011.56%
BUCKINGHAM STRATEGIC WEALTH, LLC 11,796,374$523,759,00010.73%
TFC Financial Management, Inc. 575,781$25,565,0008.48%
PBMares Wealth Management LLC 369,163$16,391,0007.81%
SAX WEALTH ADVISORS, LLC 725,347$32,205,0007.64%
WIPFLI FINANCIAL ADVISORS LLC, 1,300,743$57,752,975,0007.36%
Radnor Financial Advisors, LLC 416,480$18,492,0006.67%
View complete list of DIMENSIONAL ETF TRUST shareholders