Intergy Private Wealth, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 400 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Intergy Private Wealth, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$748,469
-3.1%
16,381
-1.6%
0.37%
-1.1%
Q2 2023$772,272
+4.2%
16,6470.0%0.38%
-8.9%
Q1 2023$740,805
+1.1%
16,647
-0.1%
0.42%
-9.4%
Q4 2022$732,570
+5.9%
16,668
-6.2%
0.46%
-6.7%
Q3 2022$692,00017,7700.49%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 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