Essential Planning, LLC. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 17 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.9%.

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 Q4 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