Waypoint Wealth Partners Inc. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V690. A total of 2 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Waypoint Wealth Partners Inc. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$401,655
+30.5%
13,990
+38.4%
0.14%
+32.4%
Q2 2023$307,851
+9.0%
10,110
+7.6%
0.10%
+4.0%
Q1 2023$282,3209,3950.10%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Quantum Financial Advisors, LLC 860,839$25,868,2128.14%
Retirement Solution Inc. 365,745$10,990,6413.86%
Abacus Wealth Partners, LLC 317,720$9,827,0803.25%
Francis Financial, Inc. 137,450$4,130,3622.80%
Brainard Capital Management LLC 74,988$2,253,3901.72%
Planning Center, Inc. 134,583$4,141,1191.14%
Adero Partners, LLC 273,637$8,222,7830.90%
Merriman Wealth Management, LLC 475,563$14,290,6720.74%
RAM Investment Partners, LLC 43,755$1,314,8380.71%
Five Oceans Advisors 35,074$1,053,9740.68%
View complete list of DIMENSIONAL ETF TRUST shareholders