CASTLE WEALTH MANAGEMENT LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 215 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CASTLE WEALTH MANAGEMENT LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2022$30,000
-66.7%
1,500
-61.6%
0.02%
-65.4%
Q2 2022$90,0003,9070.05%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2022
NameSharesValueWeighting ↓
Chico Wealth RIA 303,653$6,990,0928.99%
CPA Asset Management LLC 482,057$11,096,9538.29%
Cable Hill Partners, LLC 2,201,935$50,688,5378.25%
Aquire Wealth Advisors, LLC 808,899$18,620,8558.15%
RAM Investment Partners, LLC 618,726$14,243,0617.67%
Root Financial Partners, LLC 419,652$9,660,3866.89%
Vawter Financial, Ltd. 278,058$6,400,9076.49%
Morling Financial Advisors, LLC 242,955$5,592,8246.03%
Creative Capital Management Investments LLC 345,204$7,946,6325.81%
Falcon Wealth Planning 995,092$22,907,0125.72%
View complete list of DIMENSIONAL ETF TRUST shareholders