Fermata Advisors, LLC - ETF SER SOLUTIONS ownership

ETF SER SOLUTIONS's ticker is DSTL and the CUSIP is 26922A321. A total of 109 filers reported holding ETF SER SOLUTIONS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of ETF SER SOLUTIONS
ValueSharesWeighting
Q2 2024$2,182,806
+12.3%
42,475
+17.9%
0.50%
+14.4%
Q1 2024$1,942,870
+8.0%
36,039
-1.1%
0.44%
+2.1%
Q4 2023$1,799,107
+21.5%
36,441
+9.9%
0.43%
+2.9%
Q3 2023$1,480,723
+10.3%
33,171
+11.8%
0.42%
-65.7%
Q2 2023$1,342,555
+86.9%
29,658
+78.1%
1.21%
+179.7%
Q1 2023$718,384
+10.8%
16,649
+4.7%
0.43%
+126.0%
Q4 2022$648,650
+178.4%
15,897
+151.4%
0.19%
+152.6%
Q3 2022$233,0006,3240.08%
Other shareholders
ETF SER SOLUTIONS shareholders Q4 2023
NameSharesValueWeighting ↓
Carlson Capital Management 6,773,781$292,288,65118.90%
Engrave Wealth Partners LLC 814,491$34,681,04611.69%
Abacus Planning Group, Inc. 975,468$42,091,43910.85%
Crumly & Associates Inc. 392,855$16,951,6907.36%
JANICZEK WEALTH MANAGEMENT, LLC 443,905$19,203,3315.44%
SimpliFi, Inc. 226,114$9,756,8134.80%
Empire Financial Management Company, LLC 262,542$11,328,7294.62%
Resonant Capital Advisors, LLC 819,787$35,373,7914.02%
AlphaCore Capital LLC 329,772$14,229,6463.77%
STEEL GROVE CAPITAL ADVISORS, LLC 580,831$25,062,8583.35%
View complete list of ETF SER SOLUTIONS shareholders