WealthShield Partners, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 582 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2024$36,931
+123.2%
712
+134.2%
0.01%
+100.0%
Q1 2024$16,547
+4.0%
3040.0%0.00%0.0%
Q4 2023$15,9083040.00%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Abacus Wealth Partners, LLC 1,833,480$82,145,91632.17%
Hill Investment Group Partners, LLC 776,696$34,798,53328.79%
Willow Creek Wealth Management Inc. 1,499,968$67,204,00016.04%
BUCKINGHAM STRATEGIC WEALTH, LLC 11,188,003$501,259,00012.10%
PBMares Wealth Management LLC 361,503$16,197,0008.82%
TFC Financial Management, Inc. 575,646$25,791,0008.81%
WIPFLI FINANCIAL ADVISORS LLC, 1,356,269$60,765,335,0008.58%
Radnor Financial Advisors, LLC 419,111$18,778,0006.76%
Merriman Wealth Management, LLC 1,686,866$75,577,0006.49%
Plancorp, LLC 1,776,954$79,613,0006.25%
View complete list of DIMENSIONAL ETF TRUST shareholders