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. 6,815,352$348,60524.51%
DIXON FNANCIAL SERVICES, INC. 610,346$31,219,19222.06%
RESOURCE CONSULTING GROUP INC 1,438,301$73,569,07619.23%
Heritage Wealth Management, Inc./Texas 254,357$13,010,09213.20%
TCI Wealth Advisors, Inc. 1,829,474$93,577,59712.95%
Disciplined Equity Management, Inc. 269,002$13,75912.17%
M Financial Asset Management, Inc. 63,027$3,23711.82%
ML & R WEALTH MANAGEMENT LLC 666,100$34,071,02210.18%
Stordahl Capital Management, Inc. 574,717$29,396,7909.63%
Alpha Financial Advisors, LLC 210,667$10,775,6149.36%
View complete list of DIMENSIONAL ETF TRUST shareholders