Klingman & Associates, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V856. A total of 72 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$6,646,562
-11.4%
167,125
-8.0%
0.54%
-11.2%
Q2 2023$7,502,929
-4.2%
181,625
-0.7%
0.60%
-10.2%
Q1 2023$7,830,030
+6.8%
182,825
+2.6%
0.67%
+4.8%
Q4 2022$7,332,983
+216.8%
178,158
+212.8%
0.64%
+183.3%
Q3 2022$2,315,00056,9600.23%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2022
NameSharesValueWeighting ↓
Five Oceans Advisors 212,163$8,624,0006.82%
Hill Investment Group Partners, LLC 406,555$16,526,4614.76%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 292,169$11,877,0003.77%
Silicon Hills Wealth Management, LLC 92,399$3,756,0002.98%
BetterWealth, LLC 114,141$4,640,0002.39%
WMG Financial Advisors, LLC 62,683$2,547,0002.29%
Mattern Wealth Management LLC 123,284$5,011,0002.01%
NORTHWEST WEALTH MANAGEMENT, LLC 83,151$3,380,0001.49%
DRIVE WEALTH MANAGEMENT, LLC 29,404$1,195,0001.14%
Shearwater Capital LLC 23,897$972,0001.10%
View complete list of DIMENSIONAL ETF TRUST shareholders