Aveo Capital Partners, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 160 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.8%.

Quarter-by-quarter ownership
Aveo Capital Partners, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$5,370,914
-62.9%
133,042
-61.6%
0.71%
-61.6%
Q2 2023$14,475,564
-9.5%
346,886
-7.8%
1.84%
-13.9%
Q1 2023$15,989,306
+38.4%
376,219
+35.2%
2.13%
+22.9%
Q4 2022$11,552,830278,2471.74%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2022
NameSharesValueWeighting ↓
WPWealth LLP 1,808,125$72,994,01927.92%
Core Wealth Management, Inc. 1,144,923$46,220,52623.90%
Rise Advisors, LLC 602,500$24,322,92619.28%
BCR Wealth Strategies, LLC 477,164$19,26315.35%
Creative Capital Management Investments LLC 534,689$21,585,39514.80%
RCS Financial Planning, LLC 473,111$19,099,47914.59%
Truepoint, Inc. 9,915,957$400,307,16412.87%
HBK Sorce Advisory LLC 6,420,017$259,176,10111.41%
Beaird Harris Wealth Management, LLC 2,290,899$92,483,61111.07%
Great Waters Wealth Management 1,142,206$45,745,3339.08%
View complete list of DIMENSIONAL ETF TRUST shareholders