Waterfront Wealth Inc. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 235 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
Waterfront Wealth Inc. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$4,898,921
-6.7%
218,578
+4.2%
1.60%
+2.8%
Q2 2023$5,248,420
+18.1%
209,769
+13.6%
1.56%
+7.4%
Q1 2023$4,444,348
+93.3%
184,681
+96.1%
1.45%
+83.8%
Q4 2022$2,299,58394,1680.79%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Syverson Strege & Co 1,893,771$44,219,56119.78%
Your Advocates Ltd., LLP 1,078,960$25,193,71615.03%
Summit Financial Strategies, Inc. 3,364,824$78,568,63614.97%
Advisory Services & Investments, LLC 727,529$16,987,79614.94%
WPWealth LLP 1,619,825$37,822,92314.47%
Kooman & Associates 1,186,644$27,708,13714.02%
Alpha Financial Advisors, LLC 855,050$19,965,40912.65%
Evensky & Katz LLC 5,386,691$125,77910.75%
Wealthstream Advisors, Inc. 831,919$19,425,30210.03%
AWM CAPITAL, LLC 1,978,696$46,202,5409.40%
View complete list of DIMENSIONAL ETF TRUST shareholders