LIBERTY WEALTH MANAGEMENT LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 10 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$6,038
-99.9%
260,385
+0.9%
1.50%
-3.7%
Q2 2023$6,318,847
-14.0%
258,123
-15.5%
1.56%
+3.0%
Q1 2023$7,346,343
-14.4%
305,480
-32.2%
1.52%
-33.8%
Q3 2022$8,585,000
+861.4%
450,468
+976.8%
2.29%
+532.6%
Q2 2022$893,000
-15.4%
41,835
-3.6%
0.36%
-5.0%
Q1 2022$1,055,00043,4170.38%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
Adero Partners, LLC 5,694,660$132,059,17112.73%
Verdad Advisers, LP 304,000$7,049,76010.78%
Planning Center, Inc. 1,623,168$37,641,2669.78%
Aprio Wealth Management, LLC 1,292,011$29,961,7248.23%
SATOVSKY ASSET MANAGEMENT LLC 879,759$20,401,6056.91%
Carlson Capital Management 4,625,751$107,271,1776.36%
CPA Asset Management LLC 259,116$6,008,9014.21%
Bridgewater Advisors Inc. 1,084,258$25,143,9504.03%
BetterWealth, LLC 426,776$9,896,9313.98%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 381,808$8,854,1283.89%
View complete list of DIMENSIONAL ETF TRUST shareholders