LIBERTY WEALTH MANAGEMENT LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 312 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$14,949
-99.9%
499,313
+16.6%
3.72%
+13.4%
Q2 2023$13,273,899
+8.1%
428,328
+1.0%
3.28%
+29.4%
Q1 2023$12,279,215
+250.7%
424,171
+205.2%
2.53%
+171.3%
Q3 2022$3,501,000138,9730.93%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Aquire Wealth Advisors, LLC 3,071,645$91,995,75638.36%
Kooman & Associates 2,416,386$72,370,76136.62%
Blankinship & Foster, LLC 2,665,027$79,817,54926.39%
Arista Wealth Management, LLC 1,741,294$52,151,76220.42%
Essential Planning, LLC. 1,176,301$35,289,83019.55%
Financial Connections Group, Inc. 460,406$13,78917.01%
Spinnaker Investment Group, LLC 1,364,068$40,853,82613.73%
BCM ADVISORS, LLC 1,458,357$44,217,38413.10%
Envision Financial Planning, LLC 429,490$12,863,23112.74%
FirstPurpose Wealth LLC 974,200$29,177,29012.60%
View complete list of DIMENSIONAL ETF TRUST shareholders