NWAM LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 178 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
NWAM LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$1,725,552
-35.8%
72,563
-36.2%
0.18%
-20.8%
Q2 2023$2,688,938
+14.0%
113,697
+7.1%
0.22%
+5.7%
Q4 2022$2,358,880
+79.2%
106,208
+49.7%
0.21%
+65.9%
Q3 2022$1,316,000
+274.9%
70,936
+323.2%
0.13%
+293.8%
Q2 2022$351,00016,7620.03%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Merriman Wealth Management, LLC 7,755,423$184,423,9639.54%
Del-Sette Capital Management, LLC 235,790$5,607,0985.52%
Planning Center, Inc. 751,541$17,871,6454.64%
LAM GROUP, INC. 170,370$4,051,3993.98%
Integris Wealth Management, LLC 489,360$11,636,9823.82%
Hassell Wealth Management, LLC 223,529$5,022,7693.66%
Seaside Wealth Management, Inc. 278,260$6,617,0303.36%
Forum Financial Management, LP 6,367,210$151,412,2553.35%
KEB ASSET MANAGEMENT, LLC 322,806$7,676,3273.17%
Delap Wealth Advisory, LLC 125,740$2,990,0972.89%
View complete list of DIMENSIONAL ETF TRUST shareholders