Apollon Wealth Management, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 468 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$799,484
-3.8%
17,498
-2.3%
0.04%0.0%
Q2 2023$830,706
+13.5%
17,907
+8.9%
0.04%
-11.1%
Q1 2023$732,025
+41.2%
16,450
+39.5%
0.04%
+21.6%
Q4 2022$518,34611,7940.04%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Abacus Wealth Partners, LLC 1,804,740$80,130,46129.51%
Hill Investment Group Partners, LLC 777,467$34,519,51922.32%
Willow Creek Wealth Management Inc. 1,525,204$67,719,00015.00%
Merriman Wealth Management, LLC 3,130,842$139,009,00011.56%
BUCKINGHAM STRATEGIC WEALTH, LLC 11,796,374$523,759,00010.73%
TFC Financial Management, Inc. 575,781$25,565,0008.48%
PBMares Wealth Management LLC 369,163$16,391,0007.81%
SAX WEALTH ADVISORS, LLC 725,347$32,205,0007.64%
WIPFLI FINANCIAL ADVISORS LLC, 1,300,743$57,752,975,0007.36%
Radnor Financial Advisors, LLC 416,480$18,492,0006.67%
View complete list of DIMENSIONAL ETF TRUST shareholders