Valeo Financial Advisors, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 234 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$201,204
-65.5%
7,706
-71.5%
0.01%
-75.7%
Q3 2022$583,000
-10.6%
27,0220.0%0.04%
-9.8%
Q2 2022$652,00027,0220.04%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2022
NameSharesValueWeighting ↓
SYM FINANCIAL Corp 5,714,652$154,009,87933.98%
Chico Wealth RIA 766,076$20,645,74826.56%
Cable Hill Partners, LLC 4,642,781$125,122,94020.36%
Moisand Fitzgerald Tamayo, LLC 2,975,584$80,191,98117.12%
RAM Investment Partners, LLC 1,052,184$28,356,36215.27%
Root Financial Partners, LLC 761,611$20,525,42314.64%
Aquire Wealth Advisors, LLC 907,316$24,452,16610.70%
Spinnaker Investment Group, LLC 1,046,456$28,202,0039.92%
Consilium Wealth Advisory, LLC 423,482$11,412,8409.73%
DecisionPoint Financial, LLC 605,066$16,306,5299.42%
View complete list of DIMENSIONAL ETF TRUST shareholders