Live Oak Private Wealth LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 90 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Live Oak Private Wealth LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$1,014,335
-3.1%
43,5150.0%0.22%
+3.8%
Q2 2023$1,046,536
+10.0%
43,515
+7.9%
0.21%
+5.6%
Q1 2023$951,621
+5.0%
40,3400.0%0.20%
+5.3%
Q4 2022$906,036
+21.1%
40,340
+10.3%
0.19%
+11.3%
Q3 2022$748,00036,5800.17%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 1,213,497$28,286,61416.88%
Kooman & Associates 740,089$17,251,4758.73%
Seaside Wealth Management, Inc. 690,320$16,091,3718.18%
Oakwell Private Wealth Management, LLC 798,425$18,611,2817.90%
Wealthstream Advisors, Inc. 622,241$14,504,4417.49%
Cravens & Co Advisors, LLC 332,745$7,756,2867.29%
Advisory Services & Investments, LLC 346,507$8,077,0717.10%
Forum Financial Management, LP 13,543,648$315,702,4366.98%
BCR Wealth Strategies, LLC 346,346$8,0736.43%
Pinnacle Financial Group, LLC / IL 457,606$10,666,7986.35%
View complete list of DIMENSIONAL ETF TRUST shareholders