Leonard Rickey Investment Advisors P.L.L.C. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 293 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Leonard Rickey Investment Advisors P.L.L.C. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2024$3,585,000
+6.1%
134,119
+1.2%
0.86%
-1.6%
Q1 2024$3,379,396
+3.1%
132,577
+1.0%
0.87%
-10.1%
Q4 2023$3,277,104
+10.6%
131,294
+3.3%
0.97%
+0.2%
Q3 2023$2,962,760127,1030.97%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2024
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 1,213,497$28,286,61416.88%
Kooman & Associates 740,089$17,251,4758.73%
Seaside Wealth Management, Inc. 690,320$16,091,3718.18%
Oakwell Private Wealth Management, LLC 798,425$18,611,2817.90%
Wealthstream Advisors, Inc. 622,241$14,504,4417.49%
Cravens & Co Advisors, LLC 332,745$7,756,2867.29%
Advisory Services & Investments, LLC 346,507$8,077,0717.10%
Forum Financial Management, LP 13,543,648$315,702,4366.98%
BCR Wealth Strategies, LLC 346,346$8,0736.43%
Pinnacle Financial Group, LLC / IL 457,606$10,666,7986.35%
View complete list of DIMENSIONAL ETF TRUST shareholders