Essential Planning, LLC. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 534 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 3.4%.

Quarter-by-quarter ownership
Essential Planning, LLC. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$480,601
+16.9%
18,344
+21.2%
0.27%
+13.7%
Q2 2023$411,047
+9.3%
15,140
-22.7%
0.23%
+2.6%
Q1 2023$375,924
+9.9%
19,575
+16.4%
0.23%
-13.0%
Q4 2022$342,080
-8.8%
16,8120.0%0.26%
-87.9%
Q3 2022$375,00016,8122.16%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
Onyx Financial Advisors, LLC 3,036,695$79,561,39868.38%
SJS Investment Consulting Inc. 8,868,609$232,357,54758.31%
Greenspring Advisors, LLC 6,899,440$180,765,30757.07%
Geometric Wealth Advisors 6,019,948$157,722,63749.16%
Chico Wealth RIA 1,408,756$36,909,40744.15%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 1,896,232$49,681,27642.72%
Syverson Strege & Co 3,484,322$91,289,24140.85%
Core Wealth Management, Inc. 2,948,356$77,246,93739.94%
Shearwater Capital LLC 1,660,632$43,508,55939.33%
GRAND WEALTH MANAGEMENT, LLC 2,395,919$62,773,08838.44%
View complete list of DIMENSIONAL ETF TRUST shareholders