D.A. DAVIDSON & CO. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V658. A total of 155 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
D.A. DAVIDSON & CO. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2024$1,706,617
+7.4%
68,292
+9.7%
0.02%
+7.1%
Q1 2024$1,589,498
+34.7%
62,260
+37.1%
0.01%
+16.7%
Q4 2023$1,180,090
+40.0%
45,423
+20.8%
0.01%
+33.3%
Q3 2023$842,885
+5.5%
37,612
+14.8%
0.01%
+12.5%
Q2 2023$799,06532,7620.01%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Forum Financial Management, LP 13,940,748$362,180,6306.82%
Creative Capital Management Investments LLC 421,177$10,942,1786.32%
Sprinkle Financial Consultants LLC 233,310$6,061,3416.17%
Quantum Financial Advisors, LLC 875,644$22,749,2315.55%
DiNuzzo Private Wealth, Inc. 1,491,330$38,744,7475.50%
Private Ocean, LLC 1,855,612$48,208,8024.79%
Private Wealth Management Group, LLC 373,568$9,705,2974.77%
RS CRUM INC. 588,976$15,301,6094.72%
Wescott Financial Advisory Group, LLC 1,117,315$29,027,8284.07%
Advisory Services & Investments, LLC 212,204$5,513,0664.07%
View complete list of DIMENSIONAL ETF TRUST shareholders