MOSAIC FAMILY WEALTH PARTNERS, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 474 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
MOSAIC FAMILY WEALTH PARTNERS, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$12,010,699
-1.3%
353,048
+0.0%
2.41%
+0.5%
Q2 2023$12,174,495
+3.1%
352,884
+0.1%
2.39%
-3.1%
Q1 2023$11,808,244
-2.8%
352,695
-2.8%
2.47%
-28.0%
Q4 2022$12,148,869362,8693.43%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
McLean Asset Management Corp 741,455$27,419,01210.28%
Paragon Wealth Strategies, LLC 773,935$28,805,8447.93%
JUNCTURE WEALTH STRATEGIES, LLC 298,683$11,116,9645.05%
Symmetry Partners, LLC 1,318,634$49,1102.65%
Arden Trust Co 338,779$12,609,3581.85%
Versant Capital Management, Inc 164,720$6,130,8921.83%
Valued Wealth Advisors LLC 44,929$1,528,4811.41%
Apella Capital, LLC 435,759$16,040,2920.89%
CHERRYDALE WEALTH MANAGEMENT, LLC 26,756$995,8680.52%
RAM Investment Partners, LLC 36,316$1,351,6820.47%
View complete list of DIMENSIONAL ETF TRUST shareholders