Mosaic Family Wealth, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 92 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q4 2021$296,000
-1.0%
10,823
-1.5%
0.08%
-7.2%
Q3 2021$299,00010,9880.08%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2021
NameSharesValueWeighting ↓
Plan Group Financial, LLC 536,469$12,719,80010.62%
Chico Wealth RIA 321,892$7,551,5869.00%
Aquire Wealth Advisors, LLC 895,628$21,011,4338.38%
CPA Asset Management LLC 479,376$11,246,1618.08%
Cable Hill Partners, LLC 2,311,332$54,223,8407.07%
Root Financial Partners, LLC 503,812$11,819,4197.04%
RAM Investment Partners, LLC 710,331$16,664,3766.97%
Avondale Wealth Management 343,395$8,056,0456.77%
Morling Financial Advisors, LLC 296,738$6,961,4766.69%
Creative Capital Management Investments LLC 361,406$8,478,5856.11%
View complete list of DIMENSIONAL ETF TRUST shareholders