Pioneer Wealth Management Group - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 660 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 3.7%.

Quarter-by-quarter ownership
Pioneer Wealth Management Group ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$1,353,275
-18.0%
51,652
-15.0%
1.03%
-21.4%
Q2 2023$1,649,659
+36.2%
60,761
+27.8%
1.31%
+21.6%
Q1 2023$1,211,585
-1.2%
47,550
-5.9%
1.08%
-6.7%
Q4 2022$1,226,64650,5211.16%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Rockwood Wealth Management, LLC 5,328,872$146,970,28070.41%
Steward Financial Group LLC 2,696,496$74,369,00066.27%
SJS Investment Consulting Inc. 7,188,611$198,262,00060.64%
Greenspring Advisors, LLC 6,739,977$185,888,00049.34%
WorthPointe, LLC 2,139,600$59,010,00047.40%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 1,779,755$51,559,00046.19%
ShankerValleau Wealth Advisors, Inc. 2,379,201$65,618,00039.33%
Shearwater Capital LLC 1,510,453$41,678,00038.40%
Forum Financial Management, LP 28,186,840$777,393,00037.51%
Austin Asset Management Co Inc 4,249,269$117,195,00037.21%
View complete list of DIMENSIONAL ETF TRUST shareholders