Clearstead Advisors, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 376 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$721,054
+140.7%
27,616
+151.9%
0.02%
+16.7%
Q2 2023$299,537
+36.9%
10,964
+35.1%
0.02%
+12.5%
Q1 2023$218,754
+58.2%
8,117
+47.0%
0.02%
+45.5%
Q4 2022$138,2965,5230.01%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Moisand Fitzgerald Tamayo, LLC 1,693,816$50,086,00014.10%
Crown Wealth Group, LLC 357,190$10,562,0009.80%
Northland Capital Management LLC 381,636$11,285,0009.62%
Spinnaker Investment Group, LLC 810,479$23,823,0008.36%
Midwest Heritage Bank, FSB 284,215$8,404,0008.16%
Relaxing Retirement Coach 476,719$14,098,0008.11%
COWA, LLC 376,030$11,146,0005.61%
Waypoint Wealth Partners Inc. 432,300$12,783,0004.38%
Aquire Wealth Advisors, LLC 247,536$7,320,0003.83%
OKABENA INVESTMENT SERVICES INC 339,240$10,031,0003.81%
View complete list of DIMENSIONAL ETF TRUST shareholders