Seed Wealth Management, Inc. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 352 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
Seed Wealth Management, Inc. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$481,730
-4.4%
18,4500.0%0.54%
+1.1%
Q2 2023$504,054
+1.4%
18,4500.0%0.54%
-5.0%
Q1 2023$497,228
+7.6%
18,4500.0%0.56%
+6.4%
Q4 2022$461,98818,4500.53%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2023
NameSharesValueWeighting ↓
OKABENA INVESTMENT SERVICES INC 346,000$9,646,0005.19%
COWA, LLC 211,795$5,980,0003.59%
OAKWOOD CAPITAL MANAGEMENT LLC/CA 401,763$11,201,0003.30%
PBMares Wealth Management LLC 124,409$3,469,0002.83%
Adams Chetwood Wealth Management LLC 76,374$2,129,0001.62%
Better Money Decisions, LLC 46,628$1,300,0001.34%
COLLECTIVE FAMILY OFFICE LLC 89,701$2,501,0001.22%
FIRETHORN WEALTH PARTNERS, LLC 46,648$1,301,0001.21%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 79,799$2,225,0000.92%
CVA Family Office, LLC 81,348$2,268,0000.86%
View complete list of DIMENSIONAL ETF TRUST shareholders