Modera Wealth Management, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V849. A total of 122 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$3,679,107
+1.9%
79,172
+4.4%
0.07%
+4.5%
Q2 2023$3,612,101
+44.4%
75,837
+46.5%
0.07%
-32.0%
Q1 2023$2,501,268
+15.2%
51,770
+14.0%
0.10%
+10.2%
Q4 2022$2,171,76945,4250.09%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Chico Wealth RIA 319,619$15,489,00012.41%
Relaxing Retirement Coach 190,219$9,218,0004.73%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 104,963$5,080,0002.60%
Landmark Wealth Management, LLC 87,500$45,870,0001.54%
Resonant Capital Advisors, LLC 181,312$8,776,0001.30%
Aveo Capital Partners, LLC 63,674$3,086,0000.54%
Diversified Portfolios, Inc. 34,943$1,693,0000.41%
COLLECTIVE FAMILY OFFICE LLC 21,548$1,044,0000.40%
Shearwater Capital LLC 8,387$406,0000.37%
FIRETHORN WEALTH PARTNERS, LLC 8,111$393,0000.30%
View complete list of DIMENSIONAL ETF TRUST shareholders