Forza Wealth Management, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 317 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Forza Wealth Management, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$738,130
+4.3%
28,270
+9.2%
0.38%
+7.0%
Q2 2023$707,451
+5.3%
25,895
+3.8%
0.36%
+2.9%
Q1 2023$672,133
+20.4%
24,940
+11.8%
0.35%
-6.5%
Q4 2022$558,39222,3000.37%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2022
NameSharesValueWeighting ↓
SYM FINANCIAL Corp 6,246,180$170,645,63534.59%
Chico Wealth RIA 786,315$21,482,12625.60%
Cable Hill Partners, LLC 4,820,643$131,699,97217.18%
Moisand Fitzgerald Tamayo, LLC 3,022,075$82,563,09816.88%
Root Financial Partners, LLC 889,038$24,288,51514.46%
RAM Investment Partners, LLC 1,174,132$32,077,28113.41%
Plan Group Financial, LLC 584,902$16,008,71013.37%
Arista Wealth Management, LLC 1,105,820$30,210,99912.55%
Aquire Wealth Advisors, LLC 984,705$26,902,14110.73%
Spinnaker Investment Group, LLC 1,066,368$29,252,4379.63%
View complete list of DIMENSIONAL ETF TRUST shareholders