DIMENSIONAL ETF TRUST shareholders Q3 2023

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%.

DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
RETIREMENT GUYS FORMULA LLC 56,078$1,464,2091.02%
Meritas Wealth Management, LLC 50,662$1,322,7851.01%
Birchcreek Wealth Management, LLC 56,694$1,480,2921.00%
My Personal CFO, LLC 47,564$1,241,8961.00%
WMG Financial Advisors, LLC 50,671$1,141,5480.97%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 139,904$3,652,8890.93%
CarsonAllaria Wealth Management, Ltd. 43,679$1,140,4820.93%
MISSION WEALTH MANAGEMENT, LP 947,946$24,750,8670.92%
Financial Advocates Investment Management 489,121$12,770,9330.92%
ERn Financial, LLC 158,594$4,140,8980.90%
Security Financial Services, INC. 120,264$3,140,0930.89%
Evanson Asset Management, LLC 360,461$9,411,6490.87%
Bay Harbor Wealth Management, LLC 78,207$2,041,9990.86%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 68,123$1,778,6920.84%
Patriot Financial Group Insurance Agency, LLC 148,448$3,875,9760.80%
Pallas Capital Advisors LLC 513,032$12,928,4120.79%
HUTCHINSON CAPITAL MANAGEMENT/CA 128,303$3,349,9910.79%
Investmark Advisory Group LLC 44,290$1,156,4010.78%
Sanctuary Wealth Management, L.L.C. 26,321$687,2400.75%
Exeter Financial, LLC 52,173$1,362,2370.72%
External links

This page lists DIMENSIONAL ETF TRUST's shareholders in Q3 2023. To view DIMENSIONAL ETF TRUST's shareholder history, click here.