Bromfield Sneider Wealth Advisors - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 326 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Bromfield Sneider Wealth Advisors ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q4 2023$124,458
+7.2%
5,162
+0.3%
0.08%
-3.4%
Q3 2023$116,146
+373.8%
5,146
+392.4%
0.09%
+357.9%
Q2 2023$24,516
+1.9%
1,0450.0%0.02%
-5.0%
Q1 2023$24,056
+4.9%
1,0450.0%0.02%
-4.8%
Q4 2022$22,9381,0450.02%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 279,247$6,467,0006.04%
Midwest Heritage Bank, FSB 242,486$5,616,0005.08%
Parcion Private Wealth LLC 2,258,439$51,379,0005.07%
AWM CAPITAL, LLC 433,228$10,034,0004.92%
3D/L Capital Management, LLC 746,686$17,293,0004.83%
Relaxing Retirement Coach 400,672$9,280,0004.68%
Chico Wealth RIA 241,309$5,589,0004.54%
West Financial Advisors, LLC 598,543$13,862,0004.03%
Aquire Wealth Advisors, LLC 292,150$6,766,0003.95%
PERRITT CAPITAL MANAGEMENT INC 254,452$5,893,0003.58%
View complete list of DIMENSIONAL ETF TRUST shareholders