Cassady Schiller Wealth Management, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 376 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Cassady Schiller Wealth Management, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$55,693
-4.4%
2,1330.0%0.03%
-3.1%
Q2 2023$58,274
+71.2%
2,133
+68.9%
0.03%
+100.0%
Q1 2023$34,038
+7.6%
1,2630.0%0.02%
-15.8%
Q4 2022$31,6261,2630.02%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
SYM FINANCIAL Corp 5,714,652$154,009,87933.98%
Chico Wealth RIA 766,076$20,645,74826.56%
Cable Hill Partners, LLC 4,642,781$125,122,94020.36%
Moisand Fitzgerald Tamayo, LLC 2,975,584$80,191,98117.12%
RAM Investment Partners, LLC 1,052,184$28,356,36215.27%
Root Financial Partners, LLC 761,611$20,525,42314.64%
Aquire Wealth Advisors, LLC 907,316$24,452,16610.70%
Spinnaker Investment Group, LLC 1,046,456$28,202,0039.92%
Consilium Wealth Advisory, LLC 423,482$11,412,8409.73%
DecisionPoint Financial, LLC 605,066$16,306,5299.42%
View complete list of DIMENSIONAL ETF TRUST shareholders