LIBERTY WEALTH MANAGEMENT LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 335 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 2.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$6,613
-99.9%
144,744
-0.8%
1.65%
-1.6%
Q2 2023$6,771,646
-2.8%
145,972
-6.6%
1.67%
+16.3%
Q1 2023$6,966,380
-26.4%
156,360
-35.7%
1.44%
-43.0%
Q3 2022$9,467,000
+279.7%
243,187
+292.2%
2.52%
+149.8%
Q2 2022$2,493,000
-8.4%
62,003
+5.3%
1.01%
+2.8%
Q1 2022$2,723,000
+3141.7%
58,881
+3012.1%
0.98%
+3176.7%
Q3 2021$84,000
-1.2%
1,892
+0.2%
0.03%
-9.1%
Q2 2021$85,0001,8880.03%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
JACKSON THORNTON ASSET MANAGEMENT, LLC 2,586,641$118,183,63224.48%
Index Fund Advisors, Inc. 7,952,829$363,364,77824.13%
BAYSHORE ASSET MANAGEMENT, LLC 897,570$41,009,96024.03%
KRAFT ASSET MANAGEMENT, LLC 544,776$24,890,82323.41%
Meritas Wealth Management, LLC 640,961$29,285,51322.44%
CAPITAL PERFORMANCE ADVISORS LLP 828,059$37,834,03819.26%
Abacus Wealth Partners, LLC 1,285,543$58,736,44018.19%
Lauterbach Financial Advisors, LLC 431,412$19,711,21415.48%
RESOURCE CONSULTING GROUP INC 1,584,845$72,411,57314.05%
DOPKINS WEALTH MANAGEMENT, LLC 378,920$17,312,84113.11%
View complete list of DIMENSIONAL ETF TRUST shareholders