Consolidated Planning Corp - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 317 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Consolidated Planning Corp ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q1 2023$1,744,931
+4.7%
64,747
-2.8%
0.45%
-2.0%
Q4 2022$1,667,33866,5870.46%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2022
NameSharesValueWeighting ↓
OKABENA INVESTMENT SERVICES INC 346,000$9,646,0005.19%
COWA, LLC 211,795$5,980,0003.59%
OAKWOOD CAPITAL MANAGEMENT LLC/CA 401,763$11,201,0003.30%
PBMares Wealth Management LLC 124,409$3,469,0002.83%
Adams Chetwood Wealth Management LLC 76,374$2,129,0001.62%
Better Money Decisions, LLC 46,628$1,300,0001.34%
COLLECTIVE FAMILY OFFICE LLC 89,701$2,501,0001.22%
FIRETHORN WEALTH PARTNERS, LLC 46,648$1,301,0001.21%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 79,799$2,225,0000.92%
CVA Family Office, LLC 81,348$2,268,0000.86%
View complete list of DIMENSIONAL ETF TRUST shareholders