Mosaic Family Wealth, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 183 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

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 Q4 2021
NameSharesValueWeighting ↓
SYM FINANCIAL Corp 6,376,069$166,479,15629.55%
Chico Wealth RIA 812,411$21,212,05125.37%
Cable Hill Partners, LLC 5,010,654$130,828,21417.66%
Moisand Fitzgerald Tamayo, LLC 3,081,145$80,448,68816.98%
Root Financial Partners, LLC 1,019,407$26,616,72114.10%
RAM Investment Partners, LLC 1,234,295$32,227,45513.63%
Arista Wealth Management, LLC 1,216,951$31,774,60012.44%
Aquire Wealth Advisors, LLC 1,006,540$26,280,75910.96%
Spinnaker Investment Group, LLC 1,105,557$28,866,0839.70%
Pioneer Wealth Management Group 471,606$12,313,6319.38%
View complete list of DIMENSIONAL ETF TRUST shareholders