Integrated Wealth Concepts LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 144 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$9,843,149
-7.9%
504,260
+1.5%
0.17%
-4.9%
Q2 2023$10,687,512
+104587.2%
496,632
+4.5%
0.18%
-12.9%
Q1 2023$10,209
+4954.0%
475,077
+4884.0%
0.21%
+4100.0%
Q4 2022$2029,5320.01%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Brown Financial Advisory 619,879$13,339,79710.89%
RAM Investment Partners, LLC 1,140,023$24,533,29210.26%
Elwood & Goetz Wealth Advisory Group, LLC 1,530,157$32,928,9717.50%
Rather & Kittrell, Inc. 692,039$14,892,6726.22%
Arista Wealth Management, LLC 635,178$13,669,0405.68%
ASSET PLANNING CORPORATION 286,635$6,168,3754.69%
Beaird Harris Wealth Management, LLC 1,675,198$36,050,2514.32%
Core Wealth Management, Inc. 332,829$7,162,4843.64%
Advisory Services & Investments, LLC 193,924$4,173,2453.45%
Relaxing Retirement Coach 469,441$10,102,3913.04%
View complete list of DIMENSIONAL ETF TRUST shareholders