WMG Financial Advisors, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 449 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
WMG Financial Advisors, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q4 2022$272,118
+6.3%
5,320
-2.9%
0.23%
+0.9%
Q3 2022$256,000
-7.6%
5,480
-5.5%
0.23%
-4.2%
Q2 2022$277,000
-14.8%
5,8000.0%0.24%
+0.4%
Q1 2022$325,000
-20.3%
5,800
-14.7%
0.24%
-24.8%
Q4 2021$408,0006,8000.32%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
RESOURCE CONSULTING GROUP INC 1,425,644$68,431,00029.46%
Index Fund Advisors, Inc. 6,620,079$317,764,00024.06%
DIXON FNANCIAL SERVICES, INC. 612,886$29,419,00021.44%
Heritage Investment Group, Inc. 539,475$25,895,00014.92%
M Financial Asset Management, Inc. 64,088$3,076,00012.92%
TCI Wealth Advisors, Inc. 1,743,631$83,694,00012.81%
ML & R WEALTH MANAGEMENT LLC 577,943$27,741,00012.47%
Disciplined Equity Management, Inc. 266,025$12,769,00011.59%
Beaird Harris Wealth Management, LLC 841,272$40,381,00011.13%
Relaxing Retirement Coach 394,497$18,936,0009.55%
View complete list of DIMENSIONAL ETF TRUST shareholders