Beacon Harbor Wealth Advisors, Inc. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 483 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Beacon Harbor Wealth Advisors, Inc. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2024$3,220
+0.0%
89,585
+2.3%
0.84%
-1.6%
Q1 2024$3,219
+9.5%
87,585
+2.3%
0.85%
-0.4%
Q4 2023$2,941
+8.4%
85,601
+3.0%
0.86%
-5.3%
Q3 2023$2,712
-0.4%
83,138
+0.3%
0.90%
+1.2%
Q2 2023$2,724
-0.6%
82,923
-2.5%
0.89%
-6.8%
Q1 2023$2,74085,0120.96%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2024
NameSharesValueWeighting ↓
DIXON FNANCIAL SERVICES, INC. 1,406,970$50,566,50928.35%
Team Hewins, LLC 1,801,917$64,760,91026.90%
M Financial Asset Management, Inc. 118,893$4,27316.47%
Efficient Frontier Advisors LLC 571,292$20,53214.47%
FMFE Wealth Management, LLC 374,246$13,450,39412.50%
Trinity Financial Advisors LLC 602,094$21,639,2489.69%
KRAFT ASSET MANAGEMENT, LLC 316,463$11,373,6939.56%
Shearwater Capital LLC 357,806$12,859,5409.45%
VESTIA PERSONAL WEALTH ADVISORS 238,666$8,577,6469.15%
JACKSON THORNTON ASSET MANAGEMENT, LLC 1,610,200$57,870,5998.86%
View complete list of DIMENSIONAL ETF TRUST shareholders