True Wealth Design, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 326 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
True Wealth Design, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$66,165
-3.6%
2,932
+0.2%
0.02%
-12.0%
Q2 2023$68,638
+56.0%
2,926
+53.1%
0.02%
+38.9%
Q1 2023$43,992
+4.9%
1,9110.0%0.02%
-5.3%
Q4 2022$41,9461,9110.02%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Chico Wealth RIA 332,538$7,505,3838.98%
Aquire Wealth Advisors, LLC 910,866$20,558,2468.57%
CPA Asset Management LLC 527,732$11,910,9128.35%
Envision Financial Planning, LLC 366,535$8,272,6988.19%
Morling Financial Advisors, LLC 342,761$7,736,1167.67%
Cable Hill Partners, LLC 2,437,965$55,024,7837.43%
Root Financial Partners, LLC 593,324$13,391,3247.09%
RAM Investment Partners, LLC 741,886$16,744,3687.08%
Plan Group Financial, LLC 428,832$9,678,7486.97%
Avondale Wealth Management 343,360$7,749,6396.80%
View complete list of DIMENSIONAL ETF TRUST shareholders