Cornerstone Wealth Group, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 534 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 3.4%.

Quarter-by-quarter ownership
Cornerstone Wealth Group, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$1,807,242
-3.5%
68,9790.0%0.32%
-5.3%
Q2 2023$1,872,772
+7.6%
68,979
+1.0%
0.34%
+9.4%
Q1 2023$1,740,634
+4.9%
68,3140.0%0.31%
-1.3%
Q4 2022$1,658,657
+9.2%
68,3140.0%0.31%
-6.3%
Q3 2022$1,519,000
-4.6%
68,3140.0%0.34%
+0.6%
Q2 2022$1,592,000
-15.5%
68,3140.0%0.33%
-3.8%
Q1 2022$1,884,000
-5.8%
68,314
-1.0%
0.35%
+1.2%
Q4 2021$2,000,000
-10.3%
69,021
-17.8%
0.34%
-13.2%
Q3 2021$2,230,000
+2.0%
83,9260.0%0.39%
-11.7%
Q2 2021$2,187,00083,9260.45%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2022
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