Spire Wealth Management - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 534 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 3.4%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$244,053
-3.5%
9,3150.0%0.01%0.0%
Q2 2023$252,902
+6.6%
9,3150.0%0.01%0.0%
Q1 2023$237,346
+791053.3%
9,315
+666.7%
0.01%
+350.0%
Q4 2022$30
-100.0%
1,215
-90.9%
0.00%
-84.6%
Q2 2022$311,00013,3650.01%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
Rockwood Wealth Management, LLC 5,328,872$146,970,28070.41%
Steward Financial Group LLC 2,696,496$74,369,00066.27%
SJS Investment Consulting Inc. 7,188,611$198,262,00060.64%
Greenspring Advisors, LLC 6,739,977$185,888,00049.34%
WorthPointe, LLC 2,139,600$59,010,00047.40%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 1,779,755$51,559,00046.19%
ShankerValleau Wealth Advisors, Inc. 2,379,201$65,618,00039.33%
Shearwater Capital LLC 1,510,453$41,678,00038.40%
Forum Financial Management, LP 28,186,840$777,393,00037.51%
Austin Asset Management Co Inc 4,249,269$117,195,00037.21%
View complete list of DIMENSIONAL ETF TRUST shareholders