LIBERTY WEALTH MANAGEMENT LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 348 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$8,268
-99.9%
316,790
+14.5%
2.06%
+10.2%
Q2 2023$7,557,213
+5.8%
276,618
+4.7%
1.87%
+26.7%
Q1 2023$7,140,784264,1851.47%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Moisand Fitzgerald Tamayo, LLC 1,693,816$50,086,00014.10%
Crown Wealth Group, LLC 357,190$10,562,0009.80%
Northland Capital Management LLC 381,636$11,285,0009.62%
Spinnaker Investment Group, LLC 810,479$23,823,0008.36%
Midwest Heritage Bank, FSB 284,215$8,404,0008.16%
Relaxing Retirement Coach 476,719$14,098,0008.11%
COWA, LLC 376,030$11,146,0005.61%
Waypoint Wealth Partners Inc. 432,300$12,783,0004.38%
Aquire Wealth Advisors, LLC 247,536$7,320,0003.83%
OKABENA INVESTMENT SERVICES INC 339,240$10,031,0003.81%
View complete list of DIMENSIONAL ETF TRUST shareholders