Apollon Wealth Management, LLC - 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
Apollon Wealth Management, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$2,679,029
-10.0%
102,253
-6.8%
0.14%
-6.2%
Q2 2023$2,977,595
+13.8%
109,672
+6.8%
0.14%
-10.0%
Q1 2023$2,616,083
+148.9%
102,672
+137.2%
0.16%
+113.3%
Q4 2022$1,051,15443,2930.08%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Onyx Financial Advisors, LLC 2,982,371$80,971,37969.20%
SJS Investment Consulting Inc. 8,501,610$230,818,70657.94%
Greenspring Advisors, LLC 6,841,536$185,747,71157.01%
Geometric Wealth Advisors 5,874,755$161,673,25050.32%
Chico Wealth RIA 1,376,667$37,376,50944.54%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 1,904,284$51,701,30142.99%
Syverson Strege & Co 3,461,579$93,981,86740.24%
Core Wealth Management, Inc. 2,890,656$78,481,30339.84%
GRAND WEALTH MANAGEMENT, LLC 2,405,966$65,321,97738.84%
Shearwater Capital LLC 1,633,557$44,351,06138.78%
View complete list of DIMENSIONAL ETF TRUST shareholders