DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 491 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Lakeshore Financial Planning, Inc. | 314,015 | $14,347,372 | 8.18% |
LIBRA WEALTH LLC | 302,280 | $13,811,163 | 7.64% |
Cypress Point Wealth Management, LLC | 187,470 | $8,565,527 | 7.52% |
Asset Dedication, LLC | 1,867,477 | $85,345 | 7.27% |
Vawter Financial, Ltd. | 165,598 | $7,566,182 | 6.80% |
Tillman Hartley LLC | 355,152 | $16,226,926 | 6.69% |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3,018,185 | $137,900,915 | 6.68% |
PBMares Wealth Management LLC | 382,630 | $17,482,379 | 6.30% |
SAX WEALTH ADVISORS, LLC | 687,793 | $31,425,254 | 6.19% |
TFC Financial Management, Inc. | 548,851 | $25,077,004 | 5.98% |
WPWealth LLP | 338,821 | $15,480,740 | 5.92% |
Henrickson Nauta Wealth Advisors, Inc. | 200,902 | $9,179,210 | 5.61% |
Ruedi Wealth Management, Inc. | 210,977 | $9,639,536 | 5.52% |
MONOGRAPH WEALTH ADVISORS, LLC | 605,770 | $27,677,619 | 5.47% |
G2 CAPITAL MANAGEMENT, LLC / OH | 257,521 | $11,766,125 | 5.28% |
Planning Center, Inc. | 440,077 | $20,107,132 | 5.22% |
Rise Advisors, LLC | 141,961 | $6,486,205 | 5.14% |
Hill Investment Group Partners, LLC | 658,290 | $30,077,247 | 5.00% |
ShankerValleau Wealth Advisors, Inc. | 192,469 | $8,793,909 | 4.94% |
Compass Advisory Group LLC | 206,226 | $9,422,469 | 4.94% |
External links
This page lists DIMENSIONAL ETF TRUST's shareholders in Q3 2023. To view DIMENSIONAL ETF TRUST's shareholder history, click here.