Wealthquest Corp - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 247 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Wealthquest Corp ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$4,658,475
+7.0%
178,417
+12.0%
0.57%
+10.0%
Q2 2023$4,353,463
+21.5%
159,350
+19.8%
0.52%
+11.8%
Q1 2023$3,583,269
+36.4%
132,959
+26.8%
0.46%
+37.6%
Q4 2022$2,626,187
+27.5%
104,879
+9.8%
0.34%
+17.4%
Q3 2022$2,060,000
+2.7%
95,546
+14.9%
0.29%
-5.0%
Q2 2022$2,006,000
+19.7%
83,120
+46.6%
0.30%
+17.9%
Q1 2022$1,676,0000.0%56,6840.0%0.26%0.0%
Q4 2021$1,676,000
+29.3%
56,684
+26.4%
0.26%
+17.4%
Q3 2021$1,296,000
+30.1%
44,855
+31.5%
0.22%
+28.8%
Q2 2021$996,000
+70.5%
34,109
+62.6%
0.17%
+56.0%
Q1 2021$584,000
+171.6%
20,981
+158.6%
0.11%
+137.0%
Q4 2020$215,0008,1130.05%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
OKABENA INVESTMENT SERVICES INC 346,000$9,646,0005.19%
COWA, LLC 211,795$5,980,0003.59%
OAKWOOD CAPITAL MANAGEMENT LLC/CA 401,763$11,201,0003.30%
PBMares Wealth Management LLC 124,409$3,469,0002.83%
Adams Chetwood Wealth Management LLC 76,374$2,129,0001.62%
Better Money Decisions, LLC 46,628$1,300,0001.34%
COLLECTIVE FAMILY OFFICE LLC 89,701$2,501,0001.22%
FIRETHORN WEALTH PARTNERS, LLC 46,648$1,301,0001.21%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 79,799$2,225,0000.92%
CVA Family Office, LLC 81,348$2,268,0000.86%
View complete list of DIMENSIONAL ETF TRUST shareholders