Baldrige Asset Management LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V856. A total of 61 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Baldrige Asset Management LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q1 2023$16
+6.7%
3640.0%0.01%0.0%
Q4 2022$15
-99.9%
3640.0%0.01%0.0%
Q3 2022$15,000
-11.8%
364
-5.2%
0.01%
-12.5%
Q2 2022$17,000
-5.6%
3840.0%0.01%
+14.3%
Q1 2022$18,0003840.01%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
Heirloom Wealth Management 951,084$38,837,51812.58%
CPA Asset Management LLC 400,191$16,341,8008.75%
Hill Investment Group Partners, LLC 811,109$33,283,8594.48%
Five Oceans Advisors 203,001$8,289,5464.34%
Physician Wealth Solutions Inc. 144,668$5,907,5224.22%
Planning Center, Inc. 738,576$30,159,7563.94%
Rather & Kittrell, Inc. 305,173$12,461,7283.43%
Leading Edge Financial Planning LLC 196,464$8,022,6173.22%
Geometric Wealth Advisors 381,715$15,587,3183.20%
Core Wealth Management, Inc. 186,301$7,607,6023.09%
View complete list of DIMENSIONAL ETF TRUST shareholders