LEGACY FINANCIAL GROUP, INC. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 486 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
LEGACY FINANCIAL GROUP, INC. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$7,785,890
-1.3%
170,407
+0.2%
3.84%
-2.4%
Q2 2023$7,885,737
+0.9%
169,988
-3.3%
3.94%
-8.9%
Q1 2023$7,819,089
+3.1%
175,710
+1.9%
4.32%
-7.5%
Q4 2022$7,581,589172,5054.67%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2023
NameSharesValueWeighting ↓
Abacus Wealth Partners, LLC 1,804,740$80,130,46129.51%
Hill Investment Group Partners, LLC 777,467$34,519,51922.32%
Willow Creek Wealth Management Inc. 1,525,204$67,719,00015.00%
Merriman Wealth Management, LLC 3,130,842$139,009,00011.56%
BUCKINGHAM STRATEGIC WEALTH, LLC 11,796,374$523,759,00010.73%
TFC Financial Management, Inc. 575,781$25,565,0008.48%
PBMares Wealth Management LLC 369,163$16,391,0007.81%
SAX WEALTH ADVISORS, LLC 725,347$32,205,0007.64%
WIPFLI FINANCIAL ADVISORS LLC, 1,300,743$57,752,975,0007.36%
Radnor Financial Advisors, LLC 416,480$18,492,0006.67%
View complete list of DIMENSIONAL ETF TRUST shareholders