Patriot Financial Group Insurance Agency, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 71 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2024$201,352
-11.3%
7,659
-9.7%
0.03%
-16.7%
Q1 2024$226,890
+12.8%
8,482
+7.7%
0.04%
-5.3%
Q4 2023$201,153
+76.4%
7,879
+49.1%
0.04%
+65.2%
Q2 2022$114,0005,2830.02%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2022
NameSharesValueWeighting ↓
Syverson Strege & Co 1,807,297$40,393,08718.31%
Relaxing Retirement Coach 1,940,488$43,369,92616.06%
Summit Financial Strategies, Inc. 3,239,522$72,403,32415.59%
Advisory Services & Investments, LLC 651,847$14,568,77414.49%
RW Investment Management LLC 1,624,259$36,302,19914.28%
Great Waters Wealth Management 2,492,909$60,702,33513.07%
WPWealth LLP 1,100,280$24,591,26012.86%
AWM CAPITAL, LLC 1,401,474$31,322,94810.66%
Evensky & Katz LLC 5,054,387$112,96610.19%
Alpha Financial Advisors, LLC 498,899$11,150,3919.68%
View complete list of DIMENSIONAL ETF TRUST shareholders