Bromfield Sneider Wealth Advisors - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 10 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

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 Q4 2023
NameSharesValueWeighting ↓
Geometric Wealth Advisors 179,760$4,717,00014.13%
Relaxing Retirement Coach 494,037$12,964,0006.65%
AWM CAPITAL, LLC 363,863$9,548,0005.88%
Chico Wealth RIA 269,586$7,074,0005.67%
Shore Point Advisors, LLC 243,165$6,381,0005.54%
Aquire Wealth Advisors, LLC 356,043$9,343,0004.98%
Midwest Heritage Bank, FSB 235,740$6,186,0004.85%
PBMares Wealth Management LLC 197,803$5,190,0003.20%
Moisand Fitzgerald Tamayo, LLC 238,521$6,259,0002.85%
Adams Chetwood Wealth Management LLC 158,331$4,155,0002.36%
View complete list of DIMENSIONAL ETF TRUST shareholders