CONTINUUM WEALTH ADVISORS, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 13 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
CONTINUUM WEALTH ADVISORS, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$5,369,884
-3.0%
102,303
+1.3%
3.78%
-3.5%
Q2 2023$5,536,718
-20.7%
101,035
-23.8%
3.92%
-31.2%
Q1 2023$6,985,490
+40.4%
132,552
+36.2%
5.70%
+15.3%
Q4 2022$4,977,04897,3034.94%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
RESOURCE CONSULTING GROUP INC 1,425,644$68,431,00029.46%
Index Fund Advisors, Inc. 6,620,079$317,764,00024.06%
DIXON FNANCIAL SERVICES, INC. 612,886$29,419,00021.44%
Heritage Investment Group, Inc. 539,475$25,895,00014.92%
M Financial Asset Management, Inc. 64,088$3,076,00012.92%
TCI Wealth Advisors, Inc. 1,743,631$83,694,00012.81%
ML & R WEALTH MANAGEMENT LLC 577,943$27,741,00012.47%
Disciplined Equity Management, Inc. 266,025$12,769,00011.59%
Beaird Harris Wealth Management, LLC 841,272$40,381,00011.13%
Relaxing Retirement Coach 394,497$18,936,0009.55%
View complete list of DIMENSIONAL ETF TRUST shareholders