TCG Advisory Services, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 17 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.9%.

Quarter-by-quarter ownership
TCG Advisory Services, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$679,009
-3.4%
25,916
+0.1%
0.10%
-12.8%
Q2 2023$703,008
+1.3%
25,893
-4.9%
0.12%
-18.2%
Q1 2023$693,878
+3.4%
27,232
-1.4%
0.14%
-2.1%
Q4 2022$670,786
-1.9%
27,627
-10.2%
0.15%
-29.1%
Q3 2022$684,00030,7610.21%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
RAM Investment Partners, LLC 2,197,499$64,232,91022.40%
CHERRYDALE WEALTH MANAGEMENT, LLC 1,108,274$32,394,84716.90%
Paragon Wealth Strategies, LLC 1,448,051$42,326,53111.65%
Apella Capital, LLC 6,305,271$180,519,89510.06%
Versant Capital Management, Inc 696,585$20,361,1766.07%
Pure Financial Advisors, LLC 5,003,393$146,249,1865.04%
Valued Wealth Advisors LLC 202,724$5,311,3804.91%
McLean Asset Management Corp 262,687$7,528,6212.82%
Symmetry Partners, LLC 700,742$20,5001.11%
CGN Advisors LLC 239,910$7,012,5560.97%
View complete list of DIMENSIONAL ETF TRUST shareholders