Holistic Financial Partners - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 627 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 3.8%.

Quarter-by-quarter ownership
Holistic Financial Partners ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$230,515
-4.7%
8,798
-1.2%
0.15%
-8.9%
Q2 2023$241,771
+6.9%
8,905
+0.3%
0.17%
-5.1%
Q1 2023$226,215
+5.2%
8,878
+0.2%
0.18%
-8.3%
Q4 2022$215,0438,8570.19%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Onyx Financial Advisors, LLC 2,919,473$74,388,16868.47%
SJS Investment Consulting Inc. 8,298,796$211,453,31857.64%
Geometric Wealth Advisors 5,595,967$142,025,64149.59%
Greenspring Advisors, LLC 7,781,335$198,268,39743.29%
Chico Wealth RIA 1,287,983$32,817,80742.22%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 1,868,958$47,621,04142.18%
Core Wealth Management, Inc. 2,858,512$72,834,89539.33%
Rockwood Wealth Management, LLC 7,630,693$194,430,06738.39%
GRAND WEALTH MANAGEMENT, LLC 2,500,059$63,701,50838.30%
Shearwater Capital LLC 1,589,587$40,502,67637.62%
View complete list of DIMENSIONAL ETF TRUST shareholders