Cassady Schiller Wealth Management, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 352 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Cassady Schiller Wealth Management, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$155,462
+15.2%
6,888
+19.8%
0.09%
+17.8%
Q2 2023$134,895
+23.4%
5,750
+21.1%
0.07%
+43.1%
Q1 2023$109,345
+4.9%
4,7500.0%0.05%
-20.3%
Q4 2022$104,2634,7500.06%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Adams Chetwood Wealth Management LLC 127,283$3,468,0002.51%
PBMares Wealth Management LLC 145,774$3,972,0001.89%
COLLECTIVE FAMILY OFFICE LLC 153,820$4,192,0001.80%
Relaxing Retirement Coach 46,861$1,277,0001.05%
FIRST NATIONAL BANK SIOUX FALLS 21,783$594,0001.00%
Gradient Capital Advisors, LLC 75,620$2,061,0000.94%
Syverson Strege & Co 38,492$1,049,0000.84%
EVOKE WEALTH, LLC 598,585$16,311,0000.61%
Hill Investment Group Partners, LLC 34,446$938,6640.61%
AWM CAPITAL, LLC 28,020$774,0000.58%
View complete list of DIMENSIONAL ETF TRUST shareholders