BARRETT & COMPANY, INC. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 277 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
BARRETT & COMPANY, INC. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$566,270
-8.2%
18,907
-5.0%
0.33%
-7.0%
Q2 2023$616,851
+8.8%
19,905
+1.0%
0.36%
-0.3%
Q1 2023$566,841
+6.1%
19,703
-0.3%
0.36%
+1.7%
Q4 2022$534,1850.0%19,7700.0%0.35%0.0%
Q3 2022$534,18519,7700.35%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2022
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