WEALTHSOURCE PARTNERS, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 149 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$1,843,188
-4.0%
39,741
-4.0%
0.13%0.0%
Q2 2023$1,919,493
+7.7%
41,413
+8.5%
0.13%
+5.0%
Q1 2023$1,781,759
+3.5%
38,186
+2.2%
0.12%
-1.6%
Q4 2022$1,721,50837,3510.12%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
TRIAD FINANCIAL ADVISORS, INC. 571,542$26,794,00014.84%
Tanager Wealth Management LLP 68,412$3,207,0002.64%
Great Point Wealth Advisors, LLC 122,851$5,759,0002.04%
Blossom Wealth Management 7,333$344,0001.74%
Annapolis Financial Services, LLC 82,162$3,852,0001.40%
Applied Capital LLC 42,490$1,992,0001.36%
Silicon Hills Wealth Management, LLC 39,436$1,849,0001.35%
SUTTON PLACE INVESTORS LLC 19,270$903,0001.31%
WOLFF WIESE MAGANA LLC 37,496$1,758,0001.28%
PHILLIPS FINANCIAL MANAGEMENT, LLC 244,222$11,449,0001.24%
View complete list of DIMENSIONAL ETF TRUST shareholders