Essential Planning, LLC. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 247 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Essential Planning, LLC. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$11,898,529
+2.7%
454,953
+7.2%
6.59%
-0.3%
Q2 2023$11,587,703
+2.5%
424,308
+1.1%
6.61%
-3.6%
Q1 2023$11,303,286
+61.7%
419,860
+30.0%
6.85%
+27.8%
Q4 2022$6,988,770
+2799.9%
322,865
+2790.2%
5.36%
+285.4%
Q3 2022$241,00011,1711.39%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
SYM FINANCIAL Corp 6,376,069$166,479,15629.55%
Chico Wealth RIA 812,411$21,212,05125.37%
Cable Hill Partners, LLC 5,010,654$130,828,21417.66%
Moisand Fitzgerald Tamayo, LLC 3,081,145$80,448,68816.98%
Root Financial Partners, LLC 1,019,407$26,616,72114.10%
RAM Investment Partners, LLC 1,234,295$32,227,45513.63%
Arista Wealth Management, LLC 1,216,951$31,774,60012.44%
Aquire Wealth Advisors, LLC 1,006,540$26,280,75910.96%
Spinnaker Investment Group, LLC 1,105,557$28,866,0839.70%
Pioneer Wealth Management Group 471,606$12,313,6319.38%
View complete list of DIMENSIONAL ETF TRUST shareholders