NWAM LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 122 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
NWAM LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$1,311,530
+48.9%
56,555
+57.2%
0.13%
+84.7%
Q2 2023$880,690
+13.3%
35,975
+2.1%
0.07%
+4.3%
Q4 2022$777,144
+8.8%
35,244
-5.8%
0.07%
+1.5%
Q3 2022$714,000
+125.9%
37,433
+148.3%
0.07%
+134.5%
Q2 2022$316,00015,0780.03%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2023
NameSharesValueWeighting ↓
Adero Partners, LLC 5,620,708$137,594,93313.57%
Planning Center, Inc. 1,529,443$37,440,7659.51%
Aprio Wealth Management, LLC 1,227,107$30,039,5858.24%
Merriman Wealth Management, LLC 6,079,156$148,817,7487.33%
SATOVSKY ASSET MANAGEMENT LLC 845,863$20,706,7337.00%
Carlson Capital Management 4,416,362$108,112,5416.53%
Bridgewater Advisors Inc. 1,041,179$25,488,0505.11%
CPA Asset Management LLC 250,026$6,120,6374.40%
BetterWealth, LLC 426,791$10,447,8524.07%
Silicon Hills Wealth Management, LLC 270,002$6,609,6493.73%
View complete list of DIMENSIONAL ETF TRUST shareholders