Heritage Financial Services, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 352 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Heritage Financial Services, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$524,392
+2180.0%
23,234
+2142.7%
0.10%
+684.6%
Q2 2022$23,0001,0360.01%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Chico Wealth RIA 332,538$7,505,3838.98%
Aquire Wealth Advisors, LLC 910,866$20,558,2468.57%
CPA Asset Management LLC 527,732$11,910,9128.35%
Envision Financial Planning, LLC 366,535$8,272,6988.19%
Morling Financial Advisors, LLC 342,761$7,736,1167.67%
Cable Hill Partners, LLC 2,437,965$55,024,7837.43%
Root Financial Partners, LLC 593,324$13,391,3247.09%
RAM Investment Partners, LLC 741,886$16,744,3687.08%
Plan Group Financial, LLC 428,832$9,678,7486.97%
Avondale Wealth Management 343,360$7,749,6396.80%
View complete list of DIMENSIONAL ETF TRUST shareholders