Spire Wealth Management - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 627 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 3.8%.

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 Q1 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