Mosaic Family Wealth, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 85 filers reported holding DIMENSIONAL ETF TRUST in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q4 2021$789,000
+0.8%
26,666
-1.5%
0.20%
-5.5%
Q3 2021$783,000
+48.3%
27,067
+49.8%
0.22%
+42.8%
Q2 2021$528,000
+62.0%
18,071
+54.3%
0.15%
+61.7%
Q1 2021$326,00011,7080.09%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2021
NameSharesValueWeighting ↓
SYM FINANCIAL Corp 6,246,180$170,645,63534.59%
Chico Wealth RIA 786,315$21,482,12625.60%
Cable Hill Partners, LLC 4,820,643$131,699,97217.18%
Moisand Fitzgerald Tamayo, LLC 3,022,075$82,563,09816.88%
Root Financial Partners, LLC 889,038$24,288,51514.46%
RAM Investment Partners, LLC 1,174,132$32,077,28113.41%
Plan Group Financial, LLC 584,902$16,008,71013.37%
Arista Wealth Management, LLC 1,105,820$30,210,99912.55%
Aquire Wealth Advisors, LLC 984,705$26,902,14110.73%
Spinnaker Investment Group, LLC 1,066,368$29,252,4379.63%
View complete list of DIMENSIONAL ETF TRUST shareholders