BARRETT & COMPANY, INC. - 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
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 Q3 2023
NameSharesValueWeighting ↓
Retirement Solution Inc. 3,749,790$94,307,00050.63%
Aquire Wealth Advisors, LLC 1,634,010$41,095,00023.86%
Ullmann Wealth Partners Group, LLC 2,126,913$53,492,00014.75%
Meridian Wealth Partners, LLC 1,735,410$43,646,00010.92%
Spinnaker Investment Group, LLC 1,039,811$26,167,00010.24%
FirstPurpose Wealth LLC 551,838$13,879,0009.14%
Highland Financial Advisors, LLC 424,014$10,664,0007.40%
Northland Capital Management LLC 297,241$7,476,0007.01%
Financial Connections Group, Inc. 274,887$6,913,0005.83%
Morling Financial Advisors, LLC 166,186$4,180,0005.69%
View complete list of DIMENSIONAL ETF TRUST shareholders