Bordeaux Wealth Advisors 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
Bordeaux Wealth Advisors LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$418,826
-3.9%
16,041
+0.5%
0.17%
-5.6%
Q2 2023$435,907
+2.7%
15,956
+1.3%
0.18%
-18.3%
Q1 2023$424,385
+8.0%
15,747
+0.3%
0.22%
+1.4%
Q4 2022$392,949
+16.6%
15,693
+0.5%
0.22%
+1.9%
Q3 2022$337,00015,6100.21%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
SYM FINANCIAL Corp 5,714,652$154,009,87933.98%
Chico Wealth RIA 766,076$20,645,74826.56%
Cable Hill Partners, LLC 4,642,781$125,122,94020.36%
Moisand Fitzgerald Tamayo, LLC 2,975,584$80,191,98117.12%
RAM Investment Partners, LLC 1,052,184$28,356,36215.27%
Root Financial Partners, LLC 761,611$20,525,42314.64%
Aquire Wealth Advisors, LLC 907,316$24,452,16610.70%
Spinnaker Investment Group, LLC 1,046,456$28,202,0039.92%
Consilium Wealth Advisory, LLC 423,482$11,412,8409.73%
DecisionPoint Financial, LLC 605,066$16,306,5299.42%
View complete list of DIMENSIONAL ETF TRUST shareholders