RF&L WEALTH MANAGEMENT, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 487 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
RF&L WEALTH MANAGEMENT, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$5,206,326
-3.8%
99,187
+0.4%
4.84%
-2.1%
Q2 2023$5,413,637
+4.0%
98,789
+0.0%
4.94%
-2.1%
Q1 2023$5,205,706
+2.9%
98,780
-0.1%
5.05%
-3.1%
Q4 2022$5,058,73598,9005.21%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Index Fund Advisors, Inc. 6,758,308$354,743,56523.56%
DIXON FNANCIAL SERVICES, INC. 598,046$31,391,42921.19%
Heritage Wealth Management, Inc./Texas 290,583$15,252,81313.85%
TCI Wealth Advisors, Inc. 2,049,675$107,587,44013.73%
Disciplined Equity Management, Inc. 270,248$14,185,31811.86%
RESOURCE CONSULTING GROUP INC 1,134,357$59,542,41411.56%
Stordahl Capital Management, Inc. 633,940$33,275,51610.06%
ML & R WEALTH MANAGEMENT LLC 723,715$37,987,7759.92%
Financial Connections Group, Inc. 149,943$7,8709.71%
Moisand Fitzgerald Tamayo, LLC 795,559$41,758,9018.81%
View complete list of DIMENSIONAL ETF TRUST shareholders