CGN Advisors LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 116 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
CGN Advisors LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q4 2023$5,037,608
+12.0%
151,507
+0.9%
0.70%
+15.4%
Q3 2023$4,497,292
-4.3%
150,160
-1.0%
0.60%
-10.2%
Q2 2023$4,701,028
-1.7%
151,695
-8.7%
0.67%
-10.6%
Q1 2023$4,781,632
+96.1%
166,202
+84.2%
0.75%
+75.8%
Q4 2022$2,438,447
+13.4%
90,246
+5.5%
0.43%
-20.4%
Q3 2022$2,151,000
+22.1%
85,511
+28.3%
0.54%
+8.7%
Q2 2022$1,761,000
-15.4%
66,635
+0.9%
0.50%
-4.4%
Q1 2022$2,082,000
-18.0%
66,062
-14.1%
0.52%
-21.5%
Q4 2021$2,539,000
+44.2%
76,949
+31.7%
0.66%
+15.0%
Q3 2021$1,761,000
+20.2%
58,428
+20.5%
0.58%
+24.2%
Q2 2021$1,465,000
+48.0%
48,498
+38.0%
0.46%
+30.1%
Q1 2021$990,00035,1460.36%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2021
NameSharesValueWeighting ↓
Retirement Solution Inc. 3,369,139$101,546,00046.74%
Keudell/Morrison Wealth Management 1,457,954$43,943,00018.84%
Meridian Wealth Partners, LLC 2,459,995$74,144,00016.04%
Syverson Strege & Co 295,548$8,908,0007.10%
Adams Chetwood Wealth Management LLC 284,698$8,581,0006.21%
PBMares Wealth Management LLC 341,808$10,302,0004.91%
Auxano Advisors, LLC 284,776$8,583,0003.86%
Mattern Wealth Management LLC 268,926$8,105,0002.72%
COWA, LLC 141,995$4,295,0002.46%
Parsec Financial Management, Inc. 1,475,488$48,470,0002.06%
View complete list of DIMENSIONAL ETF TRUST shareholders