M Holdings Securities, Inc. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 391 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2023$2,896
-28.8%
83,950
-30.9%
0.60%
+41.8%
Q1 2023$4,070
-5.6%
121,566
-5.6%
0.42%
-7.3%
Q4 2022$4,312
-99.9%
128,807
-0.2%
0.45%
+7.3%
Q3 2022$3,823,000
-5.4%
129,125
+0.9%
0.42%
+3.4%
Q2 2022$4,043,000127,9490.41%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2022
NameSharesValueWeighting ↓
RESOURCE CONSULTING GROUP INC 4,416,453$130,771,00037.27%
Equius Partners, Inc. 3,028,591$89,677,00032.22%
M Financial Asset Management, Inc. 183,741$5,441,00023.30%
Heritage Investment Group, Inc. 1,115,401$33,027,00020.34%
ML & R WEALTH MANAGEMENT LLC 1,961,714$58,086,00019.64%
DIXON FNANCIAL SERVICES, INC. 837,643$24,803,00019.50%
Radnor Financial Advisors, LLC 1,790,104$53,005,00018.64%
Disciplined Equity Management, Inc. 588,723$17,432,00017.20%
Index Fund Advisors, Inc. 7,229,233$214,058,00016.58%
KEB ASSET MANAGEMENT, LLC 769,847$22,795,00014.53%
View complete list of DIMENSIONAL ETF TRUST shareholders