Perigon Wealth Management, LLC - DIMENSIONAL ETF TRUST ownership

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DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 235 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.9%.

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Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$392,233
-51.9%
16,798
-50.0%
0.02%0.0%
Q2 2023$815,374
+101.7%
33,596
+100.0%
0.02%
-30.4%
Q1 2023$404,244
-99.3%
16,798
-99.3%
0.02%
-98.8%
Q4 2022$62,105,786–2,524,418–1.92%–
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Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Syverson Strege & Co 1,893,771$44,219,56119.78%
Your Advocates Ltd., LLP 1,078,960$25,193,71615.03%
Summit Financial Strategies, Inc. 3,364,824$78,568,63614.97%
Advisory Services & Investments, LLC 727,529$16,987,79614.94%
WPWealth LLP 1,619,825$37,822,92314.47%
Kooman & Associates 1,186,644$27,708,13714.02%
Alpha Financial Advisors, LLC 855,050$19,965,40912.65%
Evensky & Katz LLC 5,386,691$125,77910.75%
Wealthstream Advisors, Inc. 831,919$19,425,30210.03%
AWM CAPITAL, LLC 1,978,696$46,202,5409.40%
View complete list of DIMENSIONAL ETF TRUST shareholders