WEALTHSOURCE PARTNERS, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 137 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2023$207,259
-47.0%
9,631
-47.1%
0.01%
-46.2%
Q1 2023$391,011
-65.1%
18,195
-65.7%
0.03%
-67.1%
Q4 2022$1,120,83052,9940.08%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Brown Financial Advisory 652,632$12,739,37711.29%
RAM Investment Partners, LLC 1,162,426$22,690,5639.60%
Elwood & Goetz Wealth Advisory Group, LLC 1,574,992$30,743,8497.13%
Rather & Kittrell, Inc. 788,590$15,393,2726.21%
Arista Wealth Management, LLC 688,260$13,434,8345.26%
ASSET PLANNING CORPORATION 301,547$5,886,1984.53%
Beaird Harris Wealth Management, LLC 1,668,420$32,567,5513.90%
Core Wealth Management, Inc. 358,196$6,991,9823.62%
Pinnacle Financial Group, LLC / IL 260,105$5,077,2433.02%
Onyx Financial Advisors, LLC 168,744$3,293,8852.83%
View complete list of DIMENSIONAL ETF TRUST shareholders