PATHSTONE FAMILY OFFICE, LLC - DIMENSIONAL ETF TRUST ownership

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DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V666. A total of 120 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

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Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$70,530,292
-7.5%
2,842,817
-5.3%
0.54%
-52.7%
Q2 2023$76,277,317
-6.3%
3,003,044
-9.4%
1.14%
-13.8%
Q1 2023$81,414,355
-52.7%
3,313,702
-52.7%
1.32%
-9.9%
Q4 2022$171,950,066–7,009,786–1.46%–
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Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Regal Wealth Group, Inc. 826,379$20,502,46214.00%
MOSAIC FAMILY WEALTH PARTNERS, LLC 2,210,280$54,837,04110.99%
Lakeshore Financial Planning, Inc. 625,574$15,520,4858.85%
FinDec Wealth Services, Inc. 480,415$11,919,1058.61%
WPWealth LLP 796,608$19,763,8507.56%
Lauer Wealth, LLC 222,700$5,507,3715.94%
Cable Hill Partners, LLC 1,223,492$30,354,8214.10%
Team Hewins, LLC 646,632$16,042,9443.69%
TRIAD FINANCIAL ADVISORS, INC. 396,447$9,835,8673.46%
Tilson Financial Group, Inc. 170,025$4,2183.31%
View complete list of DIMENSIONAL ETF TRUST shareholders