Corient Private Wealth LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 627 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 3.8%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$136,259,897
-0.8%
5,205,153
+2.8%
0.31%
-1.3%
Q2 2023$137,391,861
+9.1%
5,064,898
+2.4%
0.32%
-6.2%
Q1 2023$125,901,760
+18.8%
4,944,170
+13.1%
0.34%
-12.2%
Q4 2022$106,004,9434,372,1860.38%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
RAM Investment Partners, LLC 2,197,499$64,232,91022.40%
CHERRYDALE WEALTH MANAGEMENT, LLC 1,108,274$32,394,84716.90%
Paragon Wealth Strategies, LLC 1,448,051$42,326,53111.65%
Apella Capital, LLC 6,305,271$180,519,89510.06%
Versant Capital Management, Inc 696,585$20,361,1766.07%
Pure Financial Advisors, LLC 5,003,393$146,249,1865.04%
Valued Wealth Advisors LLC 202,724$5,311,3804.91%
McLean Asset Management Corp 262,687$7,528,6212.82%
Symmetry Partners, LLC 700,742$20,5001.11%
CGN Advisors LLC 239,910$7,012,5560.97%
View complete list of DIMENSIONAL ETF TRUST shareholders