Apollon Wealth Management, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 365 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2024$3,724,744
+38.0%
99,353
+34.5%
0.11%
+32.9%
Q1 2024$2,698,150
+1186.0%
73,841
+1070.2%
0.08%
+1114.3%
Q4 2023$209,808
+3.2%
6,310
-7.1%
0.01%
-30.0%
Q3 2023$203,3906,7910.01%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Retirement Solution LLC 2,920,668$76,782,00050.49%
OAKWOOD CAPITAL MANAGEMENT LLC/CA 705,854$18,556,0005.66%
WealthStone, Inc. 296,076$7,784,0002.76%
FIRETHORN WEALTH PARTNERS, LLC 65,221$1,715,0001.85%
PBMares Wealth Management LLC 60,652$1,594,0001.83%
COWA, LLC 41,910$1,129,0000.86%
Auxano Advisors, LLC 25,935$682,0000.45%
Chicago Partners Investment Group LLC 168,604$4,583,0000.44%
CVA Family Office, LLC 18,901$497,0000.30%
Adams Chetwood Wealth Management LLC 13,724$361,0000.30%
View complete list of DIMENSIONAL ETF TRUST shareholders