Copperleaf Capital, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 165 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Copperleaf Capital, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2024$498,717
+12.2%
10,611
+12.3%
0.40%
+3.6%
Q1 2024$444,434
-41.0%
9,448
-41.1%
0.38%
-49.8%
Q4 2023$753,617
-12.5%
16,031
-13.7%
0.77%
-17.7%
Q3 2023$861,746
+25.6%
18,580
+25.5%
0.93%
+44.9%
Q2 2023$686,22414,8050.64%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2023
NameSharesValueWeighting ↓
RCS Financial Planning, LLC 288,445$13,294,44412.92%
TRIAD FINANCIAL ADVISORS, INC. 485,052$22,356,0509.97%
Onyx Financial Advisors, LLC 152,107$7,010,5926.98%
Kooman & Associates 139,393$6,424,6236.33%
RAM Investment Partners, LLC 219,804$10,130,7606.23%
Rather & Kittrell, Inc. 191,281$8,816,1414.69%
SJS Investment Consulting Inc. 284,551$13,114,9563.90%
LEGACY FINANCIAL GROUP, INC. 135,992$6,267,8783.86%
FinDec Wealth Services, Inc. 98,885$4,557,5923.77%
TCP Asset Management, LLC 103,006$4,747,5473.71%
View complete list of DIMENSIONAL ETF TRUST shareholders