Beta Wealth Group, Inc. - DIMENSIONAL ETF TRUST ownership

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DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 305 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.

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Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$434,879
-0.6%
13,332
+0.1%
0.26%
+1.6%
Q2 2023$437,604
-7.8%
13,321
-9.5%
0.25%
-7.0%
Q1 2023$474,643
-4.8%
14,727
-10.2%
0.27%
-18.8%
Q4 2022$498,494
+8.1%
16,398
-8.3%
0.34%
+0.9%
Q3 2022$461,000–17,879–0.33%–
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Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
DIXON FNANCIAL SERVICES, INC. 1,467,097$44,599,74931.52%
Team Hewins, LLC 1,701,007$51,710,61428.04%
Equius Partners, Inc. 1,952,148$59,345,28618.32%
RESOURCE CONSULTING GROUP INC 2,288,545$69,571,77118.19%
M Financial Asset Management, Inc. 137,215$4,19015.30%
Shearwater Capital LLC 379,598$11,569,26511.69%
KRAFT ASSET MANAGEMENT, LLC 408,878$12,429,88211.33%
KEB ASSET MANAGEMENT, LLC 679,874$20,668,15510.99%
JACKSON THORNTON ASSET MANAGEMENT, LLC 1,465,090$44,538,77410.64%
BAYSHORE ASSET MANAGEMENT, LLC 507,097$15,415,7569.92%
View complete list of DIMENSIONAL ETF TRUST shareholders