Helen Stephens Group, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 335 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 2.1%.

Quarter-by-quarter ownership
Helen Stephens Group, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$248,919
-1.5%
5,4480.0%0.13%
+0.8%
Q2 2023$252,733
-75.8%
5,448
-76.8%
0.13%
-76.5%
Q1 2023$1,046,407
+8.8%
23,515
+7.5%
0.54%
-5.2%
Q4 2022$961,488
+159.9%
21,877
+130.2%
0.57%
+121.6%
Q3 2022$370,000
+63.7%
9,502
+68.8%
0.26%
+61.9%
Q2 2022$226,000
-13.4%
5,628
+0.3%
0.16%
-11.1%
Q1 2022$261,000
-2.6%
5,612
-0.6%
0.18%
-16.3%
Q4 2021$268,0005,6460.22%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
JACKSON THORNTON ASSET MANAGEMENT, LLC 2,586,641$118,183,63224.48%
Index Fund Advisors, Inc. 7,952,829$363,364,77824.13%
BAYSHORE ASSET MANAGEMENT, LLC 897,570$41,009,96024.03%
KRAFT ASSET MANAGEMENT, LLC 544,776$24,890,82323.41%
Meritas Wealth Management, LLC 640,961$29,285,51322.44%
CAPITAL PERFORMANCE ADVISORS LLP 828,059$37,834,03819.26%
Abacus Wealth Partners, LLC 1,285,543$58,736,44018.19%
Lauterbach Financial Advisors, LLC 431,412$19,711,21415.48%
RESOURCE CONSULTING GROUP INC 1,584,845$72,411,57314.05%
DOPKINS WEALTH MANAGEMENT, LLC 378,920$17,312,84113.11%
View complete list of DIMENSIONAL ETF TRUST shareholders