WealthShield Partners, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 660 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 3.7%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$442,464
-3.4%
16,888
+0.1%
0.07%
-2.9%
Q2 2023$457,944
-13.8%
16,867
-19.1%
0.07%
-19.8%
Q1 2023$530,983
+17.8%
20,839
+12.2%
0.09%0.0%
Q4 2022$450,78018,5660.09%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
RAM Investment Partners, LLC 2,197,499$64,232,91022.40%
CHERRYDALE WEALTH MANAGEMENT, LLC 1,108,274$32,394,84716.90%
Paragon Wealth Strategies, LLC 1,448,051$42,326,53111.65%
Apella Capital, LLC 6,305,271$180,519,89510.06%
Versant Capital Management, Inc 696,585$20,361,1766.07%
Pure Financial Advisors, LLC 5,003,393$146,249,1865.04%
Valued Wealth Advisors LLC 202,724$5,311,3804.91%
McLean Asset Management Corp 262,687$7,528,6212.82%
Symmetry Partners, LLC 700,742$20,5001.11%
CGN Advisors LLC 239,910$7,012,5560.97%
View complete list of DIMENSIONAL ETF TRUST shareholders