Caerus Investment Advisors, LLC - 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
Caerus Investment Advisors, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q1 2023$3,483,294
+7.8%
136,707
-5.9%
4.01%
-1.4%
Q3 2022$3,230,000
-18.7%
145,251
-9.7%
4.07%
-15.4%
Q1 2022$3,973,000
-9.1%
160,901
+6.7%
4.81%
+1.6%
Q4 2021$4,371,000150,8634.74%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2022
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