Cypress Wealth Services, 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
Cypress Wealth Services, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$492,917
+2.5%
16,458
+8.0%
0.14%
+8.7%
Q2 2023$480,827
+20.4%
15,245
+9.9%
0.13%
+7.7%
Q1 2023$399,213
+6.5%
13,8760.0%0.12%
-2.5%
Q4 2022$374,93013,8760.12%
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