Baldrige Asset Management LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 34 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
Baldrige Asset Management LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q1 2023$573
+2.5%
12,285
+1.3%
0.24%
-5.6%
Q4 2022$559
-99.9%
12,126
-5.1%
0.25%
-11.1%
Q3 2022$588,000
+68.0%
12,779
+71.2%
0.28%
+75.0%
Q2 2022$350,000
+586.3%
7,465
+595.1%
0.16%
+661.9%
Q1 2022$51,0001,0740.02%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
TRIAD FINANCIAL ADVISORS, INC. 616,393$28,588,32010.07%
Beaird Harris Wealth Management, LLC 1,743,198$80,849,5059.68%
RCS Financial Planning, LLC 264,838$12,283,1929.38%
Onyx Financial Advisors, LLC 218,118$10,116,3008.69%
Mattern Wealth Management LLC 586,342$27,194,5427.97%
RAM Investment Partners, LLC 392,470$18,202,7807.70%
Rather & Kittrell, Inc. 367,829$17,059,9096.88%
LEGACY FINANCIAL GROUP, INC. 256,002$11,873,3825.86%
Great Waters Wealth Management 621,241$28,806,9525.72%
Allegiance Financial Group Advisory Services LLC 160,561$7,446,8234.19%
View complete list of DIMENSIONAL ETF TRUST shareholders