Moisand Fitzgerald Tamayo, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 312 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
Moisand Fitzgerald Tamayo, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$26,027
-3.4%
8690.0%0.01%
-16.7%
Q2 2023$26,931
-67.2%
869
-69.5%
0.01%
-66.7%
Q1 2023$81,995
+8.0%
2,850
+1.5%
0.02%
+5.9%
Q4 2022$75,899
+6.9%
2,809
-0.9%
0.02%
-10.5%
Q3 2022$71,000
-54.8%
2,834
-52.4%
0.02%
-54.8%
Q2 2022$157,000
+61.9%
5,958
+94.5%
0.04%
-4.5%
Q1 2022$97,000
-47.8%
3,064
-45.7%
0.04%
-15.4%
Q4 2021$186,000
+9.4%
5,646
+0.0%
0.05%
-8.8%
Q3 2021$170,000
+0.6%
5,645
+0.7%
0.06%
-6.6%
Q2 2021$169,000
+1026.7%
5,603
+985.9%
0.06%
+916.7%
Q1 2021$15,0005160.01%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 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