Heritage Wealth Management, Inc./Texas - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 312 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
Heritage Wealth Management, Inc./Texas ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$529,438
-7.2%
17,678
-4.0%
0.48%
-4.8%
Q2 2023$570,703
+3.7%
18,415
-3.7%
0.50%
-4.7%
Q1 2023$550,360
+9.6%
19,129
+2.9%
0.53%
+4.1%
Q4 2022$502,14518,5830.51%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Retirement Solution Inc. 3,369,139$101,546,00046.74%
Keudell/Morrison Wealth Management 1,457,954$43,943,00018.84%
Meridian Wealth Partners, LLC 2,459,995$74,144,00016.04%
Syverson Strege & Co 295,548$8,908,0007.10%
Adams Chetwood Wealth Management LLC 284,698$8,581,0006.21%
PBMares Wealth Management LLC 341,808$10,302,0004.91%
Auxano Advisors, LLC 284,776$8,583,0003.86%
Mattern Wealth Management LLC 268,926$8,105,0002.72%
COWA, LLC 141,995$4,295,0002.46%
Parsec Financial Management, Inc. 1,475,488$48,470,0002.06%
View complete list of DIMENSIONAL ETF TRUST shareholders