Apella Capital, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 211 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Apella Capital, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q4 2023$6,281,892
+57.1%
222,604
+45.4%
0.35%
+23.7%
Q3 2023$3,997,471
-7.0%
153,101
-2.7%
0.28%
-7.5%
Q2 2023$4,298,823
+843.9%
157,351
+765.1%
0.31%
+628.6%
Q4 2022$455,428
-14.1%
18,188
-25.9%
0.04%
-32.3%
Q3 2022$530,000
+30.9%
24,556
+46.3%
0.06%
+29.2%
Q2 2022$405,000
+34.6%
16,790
+57.0%
0.05%
+14.3%
Q1 2022$301,00010,6960.04%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
SYM FINANCIAL Corp 6,376,069$166,479,15629.55%
Chico Wealth RIA 812,411$21,212,05125.37%
Cable Hill Partners, LLC 5,010,654$130,828,21417.66%
Moisand Fitzgerald Tamayo, LLC 3,081,145$80,448,68816.98%
Root Financial Partners, LLC 1,019,407$26,616,72114.10%
RAM Investment Partners, LLC 1,234,295$32,227,45513.63%
Arista Wealth Management, LLC 1,216,951$31,774,60012.44%
Aquire Wealth Advisors, LLC 1,006,540$26,280,75910.96%
Spinnaker Investment Group, LLC 1,105,557$28,866,0839.70%
Pioneer Wealth Management Group 471,606$12,313,6319.38%
View complete list of DIMENSIONAL ETF TRUST shareholders