Stratos Investment Management, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 291 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
Stratos Investment Management, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2024$28,103,213
+60.7%
676,533
+62.3%
2.33%
+36.4%
Q1 2024$17,483,585416,7721.71%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2024
NameSharesValueWeighting ↓
WPWealth LLP 2,061,180$87,394,04827.05%
Core Wealth Management, Inc. 938,863$39,807,79919.01%
Grunden Financial Advisory, Inc. 674,882$28,614,99416.08%
Creative Capital Management Investments LLC 633,495$26,860,18815.52%
RCS Financial Planning, LLC 541,881$22,975,75515.03%
BCR Wealth Strategies, LLC 487,822$20,68314.83%
Rise Advisors, LLC 415,879$17,633,27212.33%
Truepoint, Inc. 9,332,544$395,699,88111.59%
Beaird Harris Wealth Management, LLC 2,502,554$106,108,29111.13%
HBK Sorce Advisory LLC 6,649,656$281,945,39710.88%
View complete list of DIMENSIONAL ETF TRUST shareholders