Beta Wealth Group, Inc. - DIMENSIONAL ETF TRUST ownership

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%.

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$461,00017,8790.33%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
DIXON FNANCIAL SERVICES, INC. 1,475,550$38,010,00029.88%
Equius Partners, Inc. 2,086,278$53,743,00019.31%
RESOURCE CONSULTING GROUP INC 2,225,171$57,320,00016.34%
M Financial Asset Management, Inc. 134,159$3,456,00014.80%
Rather & Kittrell, Inc. 461,694$11,893,00012.50%
Planning Center, Inc. 586,360$15,216,00012.06%
Shearwater Capital LLC 386,777$9,963,00011.25%
KEB ASSET MANAGEMENT, LLC 675,123$17,391,00011.08%
KRAFT ASSET MANAGEMENT, LLC 408,849$10,532,00010.68%
JACKSON THORNTON ASSET MANAGEMENT, LLC 1,483,793$38,222,00010.40%
View complete list of DIMENSIONAL ETF TRUST shareholders