Modera Wealth Management, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V658. A total of 68 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$691,564
-7.9%
30,860
+0.3%
0.01%
-7.1%
Q2 2023$750,592
+49.4%
30,775
+50.3%
0.01%
-30.0%
Q1 2023$502,53420,4700.02%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
LAM GROUP, INC. 196,695$4,828,8624.73%
RS CRUM INC. 339,215$8,327,7283.20%
Forum Financial Management, LP 4,491,343$110,262,4713.19%
Creative Capital Management Investments LLC 165,749$4,069,0792.97%
MOSAIC FAMILY WEALTH PARTNERS, LLC 410,903$10,087,6742.11%
Advisory Services & Investments, LLC 73,049$1,793,3531.63%
Waypoint Wealth Partners Inc. 161,392$3,962,1741.41%
WPWealth LLP 102,608$2,519,0351.16%
Vawter Financial, Ltd. 39,239$963,3170.98%
New Capital Management LP 103,591$2,543,1590.97%
View complete list of DIMENSIONAL ETF TRUST shareholders